Brian P. O'neill
WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING
Niceville, FL
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CRD#: 7295679
Professional summary
Brian Patrick O'neill, CFP®, who also goes by Brian O'neill, is a registered financial advisor currently at WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING located in Niceville, Florida.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brian has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Estate Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Budgeting
Life Transitions
Retirement Planning
Education Planning
Insurance Planning
Tax Planning
Investment Planning
Do you have an area of expertise or specialization?
AUM
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Federal Employees
Fixed Fee (Subscription, Retai...
Generation X
Are you a "fiduciary"?
Yes
Aliases
Brian O'neill
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.
Name of the other business: Advanced Strategic Insight
Business is investment-related: No
Address of the other business: 1350 Beverly Road Suite 115, #320 McLean VA 22101
Nature of the other business: Defense Contractor
Position: Subject Matter Expert
Start date of your relationship: 08/2020
Approximate number of hours/month you devote to the other business: 120 hours per month
Number of hours you devote to the other business during securities trading hours: 120 hours per month
Duties relating to the other business: Defense contractor supporting the Air Force's Advanced Battle Management System program with subject matter expertise on fifth generation aviation integration.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Patrick O'neill's 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®
CFP®
Start date: 2020
Experience
Current
November 25, 2020 - Present
WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING
RIA
CRD#: 310668
Niceville, FL
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
Arizona(11/19/2024)
IAR
Florida(11/25/2020)
IAR
Texas(8/3/2021)
IAR
Virginia(6/27/2024)
Current Firm
WW
WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING
WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING | WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING LLC
CRD#: 310668 / SEC#:
Arizona
Registered Investment Advisory firm - (11/19/2024 Approved)Florida
Registered Investment Advisory firm - (11/25/2020 Approved)Texas
Registered Investment Advisory firm - (5/24/2022 Approved)Virginia
Registered Investment Advisory firm - (6/27/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Niceville, FL
Mailing Address
Phone number
(850) 739-0331
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 141 |
| AUM (Assets Under Management) | $ 22,228,890 |
Red Flags
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Company Information
WINGED WEALTH MANAGEMENT AND FINANCIAL PLANNING
CRD#: 310668Niceville, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
