O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC of EUGENE, OR is an SEC-registered investment adviser (CRD 290254). Regulatory assets under management: $208.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Gwendolyn Sue O'Connell | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| O'CONNELL GWENDOLYN SUE | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |