Wells Fargo Advisors
47yrs
Top advisor by experience in Quincy
11yrs
Daniel John Westergaard
Financial advisor at O'Connor Financial Group
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office511 Maine Street, Quincy, IL 62301
How the firm is paid ?Percent of assets, Flat fee
States licensed ?2 states
Services through O'Connor Financial Group
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2021 – nowO'Connor Financial Group LLCCurrent firm
- 2017 – 2021First Trust Advisors LPPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call O'Connor Financial Group at (217) 223-0113 and ask for Daniel John Westergaard. Daniel works from the Quincy, IL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
O'Connor Financial Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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