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Gwendolyn O'connell

Go Wealth Management
25 Years of Experience
Eugene, OR
Sells Insurance
View SEC Summary
View SEC Summary

Gwendolyn O'connell is a registered investment advisor at Go Wealth Management, based in Eugene, OR, with 25 years of industry experience. Gwendolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 7 more. Their firm serves 519 clients with $210M in assets under management.

Go Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
519 clients
Average Client Portfolio
$402K average
Assets Under Management
$208.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, and fees are negotiable. Financial planning is included with investment management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4710 Village Plaze Loop, Suite 240, Eugene, OR, 97401

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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 ActivitiesSells Insurance

Gwendolyn is involved in several business activities, including owning O'Connell Properties, MyDSTPlan, and O'Connell Insurance Services, as well as being President/Consultant for O'Connell Pension Consulting Inc. She also dedicates time to marketing deferred sales trusts and helping clients set them up, and sells group health and life insurance.

Employment History
Current Registrations
Go Wealth Management
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
Centaurus Financial, INC.
October 2012 - October 2017 · 5 yrs
Centaurus Financial, INC.Broker
October 2012 - October 2017 · 5 yrs
J P Turner & Company Capital Management, LLC
November 2009 - October 2012 · 2 yrs 11 mos
J.P. Turner & Company, L.L.C.Broker
November 2009 - October 2012 · 2 yrs 11 mos
Ing Financial Partners, INC
July 2007 - November 2009 · 2 yrs 4 mos
Ing Financial Partners, INC.Broker
June 2006 - November 2009 · 3 yrs 5 mos
Associated Securities CORP.Broker
November 2001 - June 2006 · 4 yrs 7 mos
Financial Network Investment CorporationBroker
January 2001 - November 2001 · 10 mos
State Registrations5 states
CANCORTXWA
Advisor

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
No exam information available for this advisor.
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