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Gail O'connor

28 Years of Experience
West Des Moines, IA
Broker

Gail O'connor is a registered investment advisor at Morgan Stanley, based in West Des Moines, IA, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1080 Jordan Creek Parkway, Suite 400 North, West Des Moines, IA, 50266

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gail is the president of TheCheemastics2 LLC, a YouTube channel for her daughters and niece, dedicating minimal time. She is also an employee of Rick's Towing, a family-run business, for tax and estate planning purposes.

Employment History
Current Registrations
Morgan Stanley
April 2021 - Present · 5 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
Primevest Financial Services, INC.Broker
February 2004 - February 2009 · 5 yrs
Raymond James & Associates, INC.Broker
March 1998 - February 2004 · 5 yrs 11 mos
Principal Financial Securities,inc.Broker
January 1998 - April 1998 · 3 mos
State Registrations45 states
AKALARAZCACOCTDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNVNYOHOKORPARISCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gail O'connor - Financial Advisor | TrueAdvisor