Advisor at Windham Financial Services, Inc.
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
Windham Financial Services, Inc.
Location
Steamboat Springs, CO
Credentials
Series 63, Series 65
Industry experience
43 years
Michael Oconnor is a financial advisor at Windham Financial Services, Inc. in Steamboat Springs, CO, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Windham Financial Services since 2005. Windham Financial Services provides discretionary portfolio management and investment consulting to individuals, retirement and profit-sharing plan participants, trusts, business entities, and institutional clients. The firm uses a combination of quantitative models, charting, fundamental and technical research, and active derivatives strategies, including structured ETFs and options, to manage risk and pursue tactical opportunities.
Based on Windham Financial Services, Inc.
1% annually, payable quarterly
Steamboat Springs, CO
Massachusetts
Windham Financial Services, Inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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 63, Series 65
Steamboat Springs, CO
S2O Capital Management
Series 63, Series 65
Steamboat Springs, CO
Genereux Investment Management, Inc.
CFA®, Series 65
Steamboat Springs, CO
Keating Investment Counselors Inc
CFP®
Steamboat Springs, CO
Lovett Investment Consulting LLC
Series 63, Series 65
Steamboat Springs, CO
Windham Financial Services, Inc.
Series 65
Steamboat Springs, CO
Callahan Capital Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")