Jordan Mark Richert
Investment adviser representative at O'connor Financial Group LLC
10 yearsExperience
2 statesRegistered in
$275.3MFirm assets
4 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
- Seminars and workshops
Experience
10 years in the industry.
- O'connor Financial Group LLCMay 2026 to now
- Lifewise Wealth AdvisorsOct 2025 to Apr 2026
- Lifewise Tax AdvisorsJan 2025 to Apr 2026
- Richert Financial CoachingAug 2020 to Aug 2022
- Christ Community CuAug 2018 to Sep 2025
- CruAug 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
O'connor Financial Group LLC
$275.3MAssets managed
355Clients
4Advisers
4 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
- 8172421
- Firm CRD
- 168636