Patrick O'connor
Patrick O'connor is a registered investment advisor at Wells Fargo Advisors, based in Algonquin, IL, with 26 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2312 Esplanade Dr, Algonquin, IL, 60102
Get directionsHistory
Regulatory History (1)
Criminal
November 1990Other Business Activities
Patrick has 100% ownership with his spouse in Armada Financial Partners LTD since 2011. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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