AO
AO

Austin Michael O'neill

11 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
67,276 clients
Average Client Portfolio
$927K average
Assets Under Management
$62.4B

Fee Structure

Financial Planning:Investment management only
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Location

100 East Wisconsin Ave, Suite 1550, Milwaukee, WI, 53202

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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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Employment History
Current Registrations
Russell Investments Financial Services, LLC
February 2015 - Present · 11 yrs
Russell Investments
February 2015 - Present · 11 yrs
Russell Investments Financial Services, LLCBroker
February 2015 - Present · 11 yrs
Previous Registrations
Edward Jones
February 2014 - January 2015 · 11 mos
Edward JonesBroker
January 2014 - January 2015 · 1 yr
State Registrations4 states
MIOHWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Austin Michael O'neill - Financial Advisor | TrueAdvisor