John P. Obrien

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

MINNEAPOLIS, MN 55402

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CRD#: 6612127

Professional summary

John Patrick Obrien, who also goes by Jack O'brien, is a registered financial advisor currently at PARR MCKNIGHT WEALTH MANAGEMENT GROUP located in Minneapolis, Minnesota.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. John has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack O'brien

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)Name of Business: Prosperwell Financial Address: 4300 Baker Rd, Minnetonka, MN, 55343-8600, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/28/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client Services Associate

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Patrick Obrien's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 28, 2025 - Present

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

Office #1: 333 S 7th Street, Suite 2370, Minneapolis, MN 55402

RIA

CRD#: 330050

MINNEAPOLIS, MN

Past

November 6, 2023 - March 4, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Minnetonka, MN

Past

July 21, 2022 - March 4, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Minnetonka, MN

Past

July 11, 2017 - May 14, 2019

OSAIC WEALTH, INC.

CRD#: 23131

MINNEAPOLIS, MN

Past

September 29, 2016 - April 20, 2017

PRINCIPAL SECURITIES, INC.

CRD#: 1137

MINNETONKA, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

PARR MCKNIGHT WEALTH MANAGEMENT GROUP | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

CRD#: 330050 / SEC#: 801-130400

RIA

Registered Investment Advisory firm - (5/30/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(3/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/27/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/11/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/21/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/29/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

PARR MCKNIGHT WEALTH MANAGEMENT GROUP | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

CRD#: 330050 / SEC#: 801-130400

RIA

Registered Investment Advisory firm - (5/30/2024 Approved)

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Contact information

Main Address

333 S 7th Street, Suite 2370, Minneapolis, MN 55402

Mailing Address

Phone number

(612) 324-0235

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PMWMG ADV PART 2A 03-12-2025 (3/13/2025)

Regulatory assets under management

Total Number of Accounts	2,711
AUM (Assets Under Management)	$ 952,370,875

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John P. Obrien

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Patrick Obrien's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

OSAIC WEALTH, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/27/2023

Series 63

Date: 10/11/2016

Series 7TO

Date: 7/21/2022

SIE

Date: 10/1/2018

Series 6

Date: 9/29/2016

Current Firm

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

TRUST BUT VERIFY

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