Patrick Jl Oconnor

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → Present
  Ameriprise Financial Services, Llc
  Huntley, IL
• 08/2017 → 01/2023
  The Freeze
  Crytsal Lake, IL
• 04/2013 → 08/2017
  Northern Michigan University
  Marquette, MI

Other Businesses

Board of Directors; Senior Care Volunteer Network; Board Member of Planning and Fundraising Committee Committee; 42 East Street , Unit C , Crystal Lake, IL, 60014; Not Investment-Related; 08/30/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Green Marble Partners Inc.; Employee.; Manage advisory business; 10229 Vine Street, , Huntley, IL, 60142; Investment-Related; 01/10/2022; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-08