Christian O'connor is a registered investment advisor, based in Madison, WI, with 6 years of industry experience.
Location
814 Atlas Avenue, Madison, WI, 53714
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christian is an LLC member managing rental properties through CJO, LLC, dedicating minimal time to this activity. He is also an independent insurance agent, which may include selling equity indexed annuities, and operates under the DBA Mennenga Tax & Financial.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Calton & Associates, INC.
Calton & Associates, INC.Broker
State Registrations7 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.