Sean
O'Connor
Serenity Investment Advisors
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About this Advisor
Sean O'Connor is a financial advisor based in Salem, Wisconsin, working with Serenity Investment Advisors. Sean has previously held positions at Ameriprise Financial Services Inc, Citizens Community Federal Bank, University Of Wisconsin Eau Claire, Newday Usa, O'Connor Wealth Planning LLC, and Serenity Investment Advisors. Sean has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Wisconsin. Currently, Sean is part of Serenity Investment Advisors, which operates out of Salem, Wisconsin. The firm has 2 offices and 5 employees. Serenity Investment Advisors manages assets totaling $376.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Serenity Investment Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Serenity Investment Advisors Brokerage Details
$375,958,274
5
396
$949,390
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Sean O'Connor Work History
Serenity Investment Advisors
O'Connor Wealth Planning LLC
Ameriprise Financial Services Inc
Citizens Community Federal Bank
University Of Wisconsin Eau Claire
N/A
Newday Usa
Disclosures
Please visit the SEC profile of Sean O'Connor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Serenity Investment Advisors
Chicago, IL
Salem, WI
Chicago, IL
Charlotte, NC
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