O'Connor Financial Group LLC
● SEC registered since 2022CRD 168636SEC# 801-125759Quincy, IL
Reg. AUM
$275.3M
Employees
6
Accounts
1,062
Location
Quincy, IL
O'Connor Financial Group LLC assets under management
O'Connor Financial Group LLC is an SEC-registered investment adviser based in Quincy, IL. The firm has been registered since 2022. It reports $275.3 million in regulatory assets under management and employs 6 people.
O'Connor Financial Group LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel John Westergaard Control | Chief Investment Officer | Under 5% | 2026 |
| Jackson Timothy O'Connor Control | Chief Executive Officer, Chief Operating Officer, & Cco | Under 5% | 2022 |
| O'Connor Planning, LLC Control | Member | Over 75% | 2026 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does O'Connor Financial Group LLC manage?
O'Connor Financial Group LLC reports $275.3 million in regulatory assets under management on its Form ADV.
How many employees does O'Connor Financial Group LLC have?
O'Connor Financial Group LLC reports 6 employees.
Where is O'Connor Financial Group LLC located?
O'Connor Financial Group LLC is based in Quincy, IL and has been SEC-registered since 2022.
Does O'Connor Financial Group LLC disclose fund performance?
O'Connor Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 511 Maine Street, Quincy, IL 62301 |
| Phone | (217) 223-0113 |
| Fax | (217) 223-0539 |
| Office hours | 9:00 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$275.3M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$275.3Mregulatory AUM
Discretionary $271.7MNon-discretionary $3.5M