Glen
Oconnor
Pensionmark Financial Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Glen Oconnor is a financial advisor based in Wexford, Pennsylvania with a total of 8 years of industry experience. Oconnor is on the advisory team at Pensionmark Financial Group, LLC. Their career trajectory has included roles at Nfp Securities, Inc, Axios Advisory Group, LTD, Lpl Financial LLC, Independent Financial Partners, Pensionmark Securities, LLC, Capfinancial Securities and Pensionmark Financial Group, LLC Dba/ Axios Advisory Group. Oconnor holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio and Pennsylvania. Pensionmark Financial Group, LLC is a company that has its headquarters in Santa Barbara, CA. The company has offices in 59 locations and a total of 244 employees. It controls $27 billion in total assets across its 7,380 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 142 charities and foundations. Of its 7,380 customer accounts, just 4% belong to high-net-worth investors who have at least $1 million in assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees largely vary depending on the services offered. Fees charged by Pensionmark Financial Group, LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Glen Oconnor Work History
Glen has been registered as a financial advisor for 8 years.*
Pensionmark Securities, LLC
Pensionmark Financial Group, LLC Dba/ Axios Advisory Group
Axios Advisory Group, LTD
Capfinancial Securities
Lpl Financial LLC
Independent Financial Partners
Nfp Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Glen Oconnor 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 Pensionmark Financial Group, LLC
San Antonio, TX
Madison, WI
South Burlington, VT
Santa Barbara, CA
Los Angeles, CA
Saint Petersburg, FL
Fort Mill, SC
San Mateo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.