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Patrick J. O'ConnorFinancial Advisor
Phone: (312) 962-5952 Patrick O’Connor is a member of North Star’s Medical Division working at North Star Consultants, Inc. based in Chicago, IL. His practice is devoted to helping physicians and dental professionals reach their goals and achieve financial independence while helping them prepare for the financial challenges unique to their chosen profession. He specializes in helping physicians, dentists and dental specialists as they transition from training into practice. Patrick believes in creating value by educating his clients and providing a roadmap to best meet their complex financial concerns. In addition, he practices jointly with fellow advisor, Greg Wikelius, forming a dynamic team to utilize both of their talents to enhance client service. Their focus is to build trustful and long-term relationships with their clients in order to better understand their values, goals and needs. Areas of Service Include: • Life and Disability Insurance Design and Selection • Retirement and College Education Strategies • Debt Management (student loans, personal loans, credit cards) • Basic Employee Benefits Review1 • Asset Allocation and Investment Advisory Services • Analyzing Employee Benefit Packages • Asset Protection Qualifications: Patrick is a graduate of the University of Iowa with a degree in Finance. His licenses include: • Home Purchase Analysis • FINRA Series 7 and 66 Registered • Life and Health Licensed • Variable Life and Annuity Licensed
1Patrick does not provide specific tax or legal advice. Please consult a tax or legal professional for specific advice.
North Star Consultants, Inc. North Star Consultants, Inc. CRI Securities, LLC Securian Financial Services, Inc. North Star Consultants, Inc. offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Consultants, Inc. North Star Consultants, Inc. is not affiliated with Securian Financial Services, Inc. North Star Consultants, Inc. is independently owned and operated. 163837/03-10 |
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North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC’s behalf, please contact Securian at 1-800-820-4205.
North Star Resource Group, 2701 University Ave. S.E., Minneapolis, MN, 55414 612-617-6000 |
