Michael
O'Connor
Chicago Partners Investment Group LLC
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About this Advisor
Michael O'Connor is a financial advisor based in Estero, Florida, working with Chicago Partners Investment Group LLC. Michael has previously worked at Woodbury Financial Services, Inc and Chicago Partners. Michael has passed the Series 66 regulatory exam and is registered to provide services in Florida and Illinois. Currently, Michael is part of Chicago Partners Investment Group LLC, which operates out of Estero, Florida. The firm has 19 offices and 50 employees. Chicago Partners Investment Group LLC manages $6.0 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Chicago Partners Investment Group LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Chicago Partners Investment Group LLC Brokerage Details
$5,958,850,183
50
7,713
$772,572
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Michael O'Connor Work History
Chicago Partners
Woodbury Financial Services, Inc
Disclosures
Please visit the SEC profile of Michael O'Connor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Chicago Partners Investment Group LLC
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Honolulu, HI
Chicago, IL
Chicago, IL
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