Brookstone Capital Management
47yrs
Top advisor by experience in Wheaton
19yrs
Patrick Oconnor
Full name on record: Patrick James Oconnor
Financial advisor at Advice and Planning Services
Patrick Oconnor has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Wheaton, Illinois. Patrick has been with Advice and Planning Services since 2016; before that, Patrick spent eight years at Securian Financial Services and eight years at CRI Securities. Advice and Planning Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 833 advisors with offices in Wheaton, and one of 795 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 66% of advisors in Wheaton
Office55 East Loop Road Suite 101, Wheaton, IL 60189
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?2 states
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – now
- 2008 – 2016Securian Financial Services, Inc.Previously
- 2008 – 2016CRI Securities, LLCPreviously
Contact Patrick
55 East Loop Road Suite 101Wheaton, IL 60189Office · Get directions Firm main line(212) 490-9000Headquarters: Advice and Planning Services · New York, NY Facebook pageAdvice and Planning Services
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Advice and Planning Services at (212) 490-9000 and ask for Patrick Oconnor. Patrick works from the Wheaton, IL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2007, about 19 years. More experience than 66% of advisors in Wheaton.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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