James O'halloran is a CFP-designated registered investment advisor, based in Maple Grove, MN, with 26 years of industry experience.
Location
12924 63rd Ave N, Maple Grove, MN, 55369
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
James owns O'Halloran Tax and Financial Services LLC, works as a tax preparer/accountant, and teaches accounting and tax classes at St. Paul College. He is also a sub-rep of Midwest Financial Group and an agent with Avantax Insurance Agency, LLC, where he may sell variable annuities, fixed annuities, index annuities, and variable insurance products. These activities take up nearly all of James's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations8 states
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