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
34 years
Timothy O'Connor is a financial advisor with O'Connor Financial Group LLC in Quincy, Illinois, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial LLC and has been involved with O'Connor Wealth Management since 1999. In addition to his advisory role, he has sold insurance products for over two decades to address client planning needs. 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, employing diversified, risk-based portfolios primarily using no-load mutual funds and ETFs.
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
2013 - Present (13 years)
Lpl Financial Llc (F/K/A Linsco Private Ledger)
2000 - 2021 (21 years)
O'connor Wealth Management
1999 - Present (27 years)
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
CFP®, Series 66
Quincy, IL
PurposePath Capital, LLC
Series 63, Series 65
Quincy, IL
O'Connor Financial Group 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
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")