Thomas Francis O'gara
Investment adviser representative at Chicago Partners Investment Group LLC
12 yearsExperience
2 statesRegistered in
$7.5BFirm assets
18 yearsFirm in business
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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
Experience
12 years in the industry.
- Chicago Partners Investment Group LLCJun 2025 to now
- Broadway Electric Inc.Jun 2022 to Aug 2022
- University of St. ThomasAug 2021 to May 2025
- Chalet Garden & NurserySep 2020 to Jul 2021
- Waterway CarwashNov 2019 to Mar 2020
- Loyola Academy High SchoolJul 2017 to May 2021
- Our Lady of Perpetual HelpAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Chicago Partners Investment Group LLC
$7.5BAssets managed
2,764Clients
57Advisers
18 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
- 8123582
- Firm CRD
- 147662