Connor O'keefe
Connor O'keefe is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Overland Park, KS, with 4 years of industry experience. Connor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 85,001 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.
Location
7500 College Blvd, Suite 100, Overland Park, KS, 66210
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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 Activities
Connor is involved with Tax Favored Benefits and TFB Advisors, LLC as a financial advisor and investment adviser representative, respectively, dedicating full-time hours to each. Connor also owns Connor O'Keefe Company, LLC, focusing on financial planning and investment management, which takes significantly more than full-time hours.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Tfb Advisors, LLC
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
State Registrations3 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.
Exams
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