Patrick
Oconnor
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Patrick Oconnor is a financial advisor based in Wheaton, Illinois, working with Tiaa-Cref Individual & Institutional Services, LLC. Patrick has previously worked at Minnesota Life Insurance Company, Securian Financial Services, Inc, Cri Securities, LLC, North Star Consultants, Inc, Tiaa, and Tiaa-Cref Individual & Institutional Services, LLC. Patrick has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Patrick is part of Tiaa-Cref Individual & Institutional Services, LLC, which has 147 offices and 1,319 employees. The firm manages $34.3 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Tiaa-Cref Individual & Institutional Services, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$34,343,329,152
1,319
72,807
$471,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Patrick Oconnor Work History
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Minnesota Life Insurance Company
North Star Consultants, Inc
Securian Financial Services, Inc
Cri Securities, LLC
Disclosures
Please visit the SEC profile of Patrick Oconnor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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