CO
CO

Christopher O'connor

11 Years of Experience
Saint Paul, MN
Broker

Christopher O'connor is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

60 Livingston Ave, Saint Paul, MN, 55107

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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 Activities

Christopher is a limited partner with 2% ownership in Finney's Funk Zone, L.P., a restaurant, since 2017, but has no involvement with business operations. He is also a board member of Westmont Foundation since 2016, dedicating minimal time to raising funds for scholarships.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
June 2023 - February 2026 · 2 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
May 2023 - February 2026 · 2 yrs 9 mos
Unionbanc Investment Services, LLC
August 2017 - June 2023 · 5 yrs 10 mos
Unionbanc Investment Services, LLCBroker
July 2014 - May 2023 · 8 yrs 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.
Christopher O'connor - Financial Advisor | TrueAdvisor