O'Connor Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
O'Connor Financial Group provides discretionary investment management, comprehensive financial planning, and tax preparation services to individual and high‑net‑worth clients as well as business entities, overseeing roughly $275 million across its client relationships. The firm commonly couples portfolio management with ongoing planning and periodic reviews to align investments with clients’ objectives and risk tolerances.
The firm’s investment process emphasizes asset allocation and fundamental analysis and typically implements diversified, risk‑based portfolios using no‑load mutual funds and ETFs, while accepting discretionary trading authority subject to client‑imposed restrictions. It also may retain third‑party advisers for portions of client portfolios and integrates tax and insurance considerations into its planning and review process.
Noteworthy aspects disclosed in the brochure include the firm’s provision of tax preparation services and that one or more principals hold insurance licenses and may receive commissions from insurance products, a potential conflict the firm discloses and manages. The firm also notes participation in educational programs through custodial relationships (including invitations to educational conferences), indicating a greater emphasis on client education and advisor training than is typical among peers.
Client services
Expertise
Fee options
Flat fees generally range from $1,000 to $40,000 per year for combined management and planning services; $1,500 one-time initial planning fee plus $100 to $1,000 per month recurring for standalone financial planning; $250 to $5,000 one-time flat fee for tax preparation and filing services.
$0 - $1,000,000: 1.00% $1,000,000.01 - $2,000,000: 0.65% $2,000,000.01 - $3,000,000: 0.45% $3,000,000.01+: 0.40%
Main office
See office511 Maine Street
Quincy IL 62301
Advisors at this office
3
Offices (2)
Most active in
Florida · Illinois · Indiana · Iowa · Missouri · Nebraska · Tennessee · Texas
Also doing business as
O' Connor Wealth Management, LLC · O'connor Financial Group LLC · O'connor Financial Group, LLC · O'connor Wealth Management · O'connor Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Timothy O
Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Timothy O'Connor is a financial advisor at O'Connor Financial Group LLC with 34 years of industry experience. He has held positions at LPL Financial and has been involved with O'Connor Wealth Management since 1999. O'Connor has also sold insurance products for over two decades to address client needs uncovered during financial planning. O'Connor Financial Group provides discretionary investment management, comprehensive financial planning, and tax preparation services to individual and high-net-worth clients, as well as business entities. The firm manages approximately $275 million and focuses on asset allocation, fundamental analysis, and diversified, risk-based portfolios using no-load mutual funds and ETFs.
Daniel W
Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Daniel Westergaard is a financial advisor with O'Connor Financial Group LLC in Quincy, Illinois. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. Prior to joining O'Connor Financial Group in 2021, he worked at First Trust Advisors L.P. and First Trust Portfolios L.P. from 2017 to 2021, as well as J.P. Morgan Institutional Investments, Inc. and J.P. Morgan Investment Management Inc. from 2016 to 2017. O'Connor Financial Group provides discretionary investment management, comprehensive financial planning, and tax preparation services to individual, high-net-worth clients, and business entities. The firm emphasizes asset allocation and fundamental analysis, using diversified, risk-based portfolios with mutual funds and ETFs, often incorporating tax and insurance considerations into its planning.
Jackson O
CFP®, Series 63, Series 65
Quincy, IL
O'Connor Financial Group LLC
Jackson O'Connor is a CFP® with nine years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank before joining O'Connor Financial Group LLC, where he has been since 2016. He holds a life insurance license. O'Connor Financial Group provides discretionary investment management, comprehensive financial planning, and tax preparation services to individuals, high-net-worth clients, and business entities. The firm emphasizes asset allocation and fundamental analysis, typically implementing diversified, risk-based portfolios using no-load mutual funds and ETFs while integrating tax and insurance considerations into its planning.
Jordan R
Series 65
Champaign, IL
O'Connor Financial Group LLC
Jordan Richert is a financial advisor at O'Connor Financial Group LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at LifeWise Wealth Advisors, LifeWise Tax Advisors, and Richert Financial Coaching. He also worked for Christ Community CU and Cru in earlier years. O'Connor Financial Group provides discretionary investment management, comprehensive financial planning, and tax preparation services to individual and high-net-worth clients as well as business entities. The firm emphasizes asset allocation and fundamental analysis to create diversified, risk-based portfolios, often combining portfolio management with ongoing planning and periodic reviews.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")