O'CONNELL INVESTMENT AND INSURANCE SERVICES, LLC

Legal name: GO WEALTH MANAGEMENT

CRD #290254 SEC #801-123534 EUGENE, OR 541-338-7631

SEC Registered

Total AUM

$165.6M

Discretionary

$165.3M

Employees

Clients

Accounts

446

Firm Details

Organization Type: Corporation
State of Formation: Oregon
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 18, 2025
Branch Offices: 5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
O'CONNELL, GWENDOLYN, SUE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control

Registrations

Federal

Jun 18, 2025 REGISTERED

Notice Filings (10)

AR AZ CA ID LA NC OR TX VA WA

Address

4710 VILLAGE PLAZE LOOP
SUITE 240
EUGENE, OR 97401
United States

Phone: 541-338-7631