Brenda Stein has been an investment adviser representative at O'Connell Investment and Insurance Services since March 2024, and is not listed among the firm’s executive officers or direct owners. Brenda Stein holds a Bachelor of Science in Civil Engineering from the University of California, Davis and a Master of Business Administration.
O'Connell Investment and Insurance Services, LLC is an Eugene, OR firm with $208M under management, 519 clients and 9 advisers across 6 offices, as of its February 2026 filing.
Brenda Stein is part of the GO Wealth Management team and is experienced in planning and portfolio development. She provides customized service for each client and builds customized portfolios for each client individually.
Brenda Stein’s longest registration was 5 years at Seacrest Wealth Management, LLC (2018–2023). Before joining O'Connell Investment and Insurance Services in 2024, Brenda Stein was registered through Next Financial Group, Inc. and Seacrest Wealth Management, LLC.
- Go Wealth ManagementCurrent– present · 2 yearsGrant Pass, OR · Adviser representative · Firm CRD 290254
- Next Financial Group, Inc.– · under a yearMedford, OR · Adviser representative · Firm CRD 46214
- Seacrest Wealth Management, LLC– · 5 yearsMedford, OR · Adviser representative · Firm CRD 147092
- Edward Jones– · 4 yearsMedford, OR · Adviser representative · Firm CRD 250
Professional designations
Listed by O'Connell Investment and Insurance Services
- Certified Financial Planner®
Investment adviser representative registrations
Brenda Stein is registered as an investment adviser representative in Oregon, since March 2024.
- OregonSince 25 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 December 2013 |
| Series 7 | General Securities Representative Examination | 18 November 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6254128
- Firm
- O'Connell Investment and Insurance Services · CRD 290254
- Office
- Grant Pass, OR
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gowealthgroup.com
Where does Brenda Stein work?
Brenda Stein is an investment adviser representative registered through O'Connell Investment and Insurance Services, LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Brenda Stein a financial advisor?
Yes. Brenda Stein has a current investment-adviser registration in Oregon, through O'Connell Investment and Insurance Services since March 2024.
How many years of experience does Brenda Stein have?
Brenda Stein has 12 years in the financial industry, since November 2013, across 4 adviser firms.
What exams has Brenda Stein passed?
Brenda Stein has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2013. FINRA credited Brenda Stein with the SIE, which began in October 2018.
Where did Brenda Stein work before O'Connell Investment and Insurance Services?
Before O'Connell Investment and Insurance Services, Brenda Stein was registered through Seacrest Wealth Management, LLC, May 2018 to September 2023; Edward Jones, February 2014 to May 2018.
Where is Brenda Stein based?
Brenda Stein’s registered office is in Grant Pass, OR.
Is Brenda Stein registered with FINRA?
No. Brenda Stein has no current broker registration.
Is Brenda Stein a CFP?
O'Connell Investment and Insurance Services lists Brenda Stein with the CFP credential (“Certified Financial Planner®”) on its website. CFP Board confirms certification status.
How can I verify Brenda Stein’s record?
Search CRD 6254128 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brenda Stein’s full registration record.
