Shawn Oconnor
Shawn Oconnor is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Grand Island, NE, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2536 N Diers Ave, Grand Island, NE, 68803
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shawn operates under Equitable Wealth Management as a DBA for his LPL business. He is also an independent insurance agent with O'Connor & Associates, Inc., selling non-variable insurance products and dedicating a few hours per week to this activity. Additionally, Shawn is the owner/operator of a family farm, spending about 10-20% of his time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sii Investments, INC.Broker
State Registrations6 states
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