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Gwendolyn Sue O'connell

24 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
446 clients
Average Client Portfolio
$371K average
Assets Under Management
$165.6M

Fee Structure

Financial Planning:Included in AUM fee
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Location

4710 Village Plaze Loop, Suite 240, Eugene, OR, 97401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gwendolyn is involved in several business activities, including owning O'Connell Properties, MyDSTPlan, and O'Connell Insurance Services, as well as being President/Consultant for O'Connell Pension Consulting Inc. She also dedicates time to marketing deferred sales trusts and helping clients set them up, and sells group health and life insurance.

Employment History
Current Registrations
Go Wealth Management
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Centaurus Financial, INC.
October 2012 - October 2017 · 5 yrs
Centaurus Financial, INC.Broker
October 2012 - October 2017 · 5 yrs
J P Turner & Company Capital Management, LLC
November 2009 - October 2012 · 2 yrs 11 mos
J.P. Turner & Company, L.L.C.Broker
November 2009 - October 2012 · 2 yrs 11 mos
Ing Financial Partners, INC
July 2007 - November 2009 · 2 yrs 4 mos
Ing Financial Partners, INC.Broker
June 2006 - November 2009 · 3 yrs 5 mos
Associated Securities CORP.Broker
November 2001 - June 2006 · 4 yrs 7 mos
Financial Network Investment CorporationBroker
January 2001 - November 2001 · 10 mos
State Registrations6 states
ARCANCORTXWA
Advisor
Exams
No exam information available for this advisor.
Gwendolyn Sue O'connell - Financial Advisor | TrueAdvisor