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311 E Chicago Street Suite 210, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
311 E Chicago Street Suite 210, Milwaukee, WI 53202 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Obs Property Management | Franklin | WI | 01/2016 | Present |
| Expert Tax Solutions, Inc | Racine | WI | 09/2012 | Present |
| Principal Life Insurance Company | Mt Pleasant | WI | 12/2019 | 03/2021 |
| Principal Securities Inc | Mt Pleasant | WI | 12/2019 | 03/2021 |
| Concierge Financial Partners, Llc | Mt. Pleasant | WI | 10/2020 | 03/2021 |
| Transcend Advisor Group | Mt. Pleasant | WI | 03/2021 | Present |
Mr. O'Brien has the following Outside Business Activities. He is an independent insurance agent for Transcend Insurance Group in which he sells insurance products including annuities. He spends approximately 10 hours a week during market and non-market hours on this endeavor. Bookkeeper, tax preparation for Expert Tax Solutions, 80 hours a month during non-market hours. Property Manager through OBS Property Services. Manages rental property. Spends approximately 10 hours a month in this activity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-06 |
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