Amy Kristine O'connell

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-08-06

MA RA
APPROVED

Since 2026-08-06

Branch Locations

57 River Street Suite 300, Wellesley, MA 02481 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Balanced Wealth Advisors	Wellesley	MA	07/2017	Present
Ameriprise Financial	Minneapolis	MN	10/1997	07/2017
Cadaret Grant & Co., Inc.	Wellesley	MA	12/2023	Present
Lpl Financial Llc	Wellesley	MA	07/2025	Present

07/2017 → Present

Balanced Wealth Advisors

Wellesley, MA
10/1997 → 07/2017

Ameriprise Financial

Minneapolis, MN
12/2023 → Present

Cadaret Grant & Co., Inc.

Wellesley, MA
07/2025 → Present

Lpl Financial Llc

Wellesley, MA

Other Businesses

1) 01/28/2026 - BWA LPW LLC / Business Entity For Tax/Investment Purposes Only / Inv Related / Start date 01/17 - 10 hrs per month 2) 01/28/2026 - Balance Wealth Advisors / DBA LPL Business (entity for LPL business) Inv Related / At reported business location (s)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-05-15

S66 Uniform Combined State Law Examination

2026-05-15

Other Names

Amy Kristine Vanschyndel
Amy Kristine O'COnnell
Amy Kristine Oconnell

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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