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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (541) 338-7631 |
| — | — | 1 | (541) 338-7631 |
| — | — | 1 | 541-338-7631 |
| GILBERT | AZ | 1 | 541-338-7631 |
| — | — | 1 | 208-921-9651 |
| — | — | 1 | (541) 338-7631 |
| — | — | 1 | (541) 338-7631 |
| — | — | 1 | 541-338-7631 |
| GILBERT | AZ | 1 | 541-338-7631 |
| — | — | 1 | 208-921-9651 |