Advisor at O'Connor Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
O'Connor Financial Group LLC
Location
Quincy, IL 62301
Credentials
Series 63, Series 65
Industry experience
10 years
Daniel Westergaard is a financial advisor at O'Connor Financial Group LLC with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at First Trust Portfolios L.P., First Trust Advisors L.P., and J.P. Morgan in various roles between 2015 and 2021. O'Connor Financial Group LLC manages approximately $235 million in client assets and serves individual and high-net-worth clients. The firm offers discretionary investment management, third-party adviser selection, and comprehensive financial planning, utilizing diversified, risk-based portfolios primarily composed of no-load mutual funds and exchange-traded funds.
Based on O'Connor Financial Group LLC
Based on O'Connor Financial Group LLC
Flat fee generally ranges from $1,000 to $40,000 per year, charged monthly in advance; standalone financial planning flat fees: initial fee typically $1,500, recurring monthly fee typically $100 to $1,000 per month
$0 - $1,000,000: 1.40% $1,000,000.01 - $2,000,000: 1.00% $2,000,000.01 - $3,000,000: 0.75% $3,000,000.01+: 0.50% $0 - $500,000: 0.35% $500,000.01 - $1,000,000: 0.30% $1,000,000.01 - $3,000,000: 0.25% $3,000,000.01 - $5,000,000: 0.15% $5,000,000.01+: 0.10%
Fee-only: Flat fee generally ranges from $1,000 to $40,000 per year, charged monthly in advance; standalone financial planning flat fees: initial fee typically $1,500, recurring monthly fee typically $100 to $1,000 per month
511 Maine Street
Quincy, IL 62301
Illinois · Texas
O'Connor Financial Group, LLC
2021 - Present (5 years)
First Trust Portfolios L.P.
2017 - 2021 (4 years)
First Trust Advisors L.P.
2017 - 2021 (4 years)
J.P. Morgan Investment Management Inc.
2016 - 2017 (1 year)
J.P. Morgan Institutional Investments, Inc.
2016 - 2017 (1 year)
Jp Morgan Chase Bank Na
2015 - 2016 (1 year)
JP Morgan Securities LLc
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Quincy, IL
Keybridge Capital
Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
CFP®, Series 66
Quincy, IL
PurposePath Capital, LLC
CFP®, Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
CFA®, Series 63, Series 66
O'fallon, MO
PurposePath Capital, LLC
Series 63, Series 65
Payson, IL
Blackbay Capital Advisors LLC
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