Stephen O'neill
Stephen O'neill is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 22 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen works full-time in tax preparation/accounting and client services at Wymer Brownlee Tax & Financial Mana. He is also a Senior Wealth Advisor and shareholder at Brownlee Financial Services, dedicating nearly full-time hours to financial planning and client services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Edward JonesBroker
State Registrations17 states
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