Kevin Elias O'conner
Investment adviser representative at C.W. O'conner Wealth Advisors, Inc.
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$264.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- C.W. O'conner Wealth Advisors, Inc.May 2023 to now
- C. W. O'conner Wealth AdvisorsDec 2013 to May 2023
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
C.W. O'conner Wealth Advisors, Inc.
$264.6MAssets managed
135Clients
3Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7747193
- Firm CRD
- 125646