

Equitable Advisors
Categories
Finance, Insurance & Investments
About Us
Customized financial strategy, investment management, retirement planning, tax planning, risk management, and estate analysis. I specialize in educating and coaching individuals, families and small businesses.
Images

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Rep/Contact Info

Mr. Jack O'Brien
Born and raised in Waconia, I'm a proud graduate of Waconia High School. I attended St. John's University, earning a degree in finance and data analytics, so I always had a passion for numbers, but I wanted a career with more purpose.
I began the professional credentialing journey with Equitable, earning my LAH, SIE, Series 7, and Series 66 certifications. These qualifications enable me to serve as a fully licensed fiduciary, committed to the best interests of my clients.
My connection to the Waconia community and surrounding areas runs deep. I believe it is a unique place, and I want to see the people succeed and do well.
At Equitable, I am fortunate to have the support of a firm that shares in my vision for clients. We provide holistic financial planning with exceptional care and service for our clients. I work alongside a fantastic team of financial specialists, who share the same commitment and passion for working with our clients.
Mr. Jack O'Brien
Financial Advisor
- Phone: (612) 252-1179
- Cell Phone: (952) 486-2066
- Send an Email
- Two Meridian Crossings Suite 450 Minnneapolis MN 55423