Selene Sullivan has been an investment adviser representative at O'Connell Investment and Insurance Services since September 2023, and is not listed among the firm’s executive officers or direct owners.
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.
Selene Sullivan is part of the GO Wealth Management team. She has been licensed as a Certified Public Accountant since 2000 and became a partner in a local firm a couple of years later. She first became an Investment Advisor Representative in 2001.
Selene Sullivan’s longest registration was 7 years at J.R. Young, P.C. (2010–2018). Before joining O'Connell Investment and Insurance Services in 2023, Selene Sullivan was registered through Avantax Advisory Services and H.D. Vest Advisory Services, Inc.
- Go Wealth ManagementCurrent– present · 3 yearsEugene, OR · Adviser representative · Firm CRD 290254
- Avantax Advisory Services– · 1 yearEugene, OR · Adviser representative · Firm CRD 104556
- H.D. Vest Advisory Services, Inc– · under a yearEugene, OR · Adviser representative · Firm CRD 104556
- H.D. Vest Advisory Services, Inc– · under a yearEugene, OR · Adviser representative · Firm CRD 104556
- J.R. Young, P.C.– · 7 yearsEugene, OR · Adviser representative · Firm CRD 154608
Professional designations
Listed by O'Connell Investment and Insurance Services
- CPA
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Selene Sullivan is registered as an investment adviser representative in Oregon, since September 2023.
- OregonSince 5 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 November 2000 |
- Name
- Uniform Combined State Law Examination
- Full name
- Selene Larena Sullivan
- CRD
- 5837051
- Firm
- O'Connell Investment and Insurance Services · CRD 290254
- Office
- Eugene, OR
- Registration
- Investment adviser registration
- In the industry since
- April 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gowealthgroup.com
Where does Selene Sullivan work?
Selene Sullivan is an investment adviser representative registered through O'Connell Investment and Insurance Services, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Selene Sullivan a financial advisor?
Yes. Selene Sullivan has a current investment-adviser registration in Oregon, through O'Connell Investment and Insurance Services since September 2023.
How many years of experience does Selene Sullivan have?
Selene Sullivan has 13 years in the financial industry, since April 2013, across 3 adviser firms.
What exams has Selene Sullivan passed?
Selene Sullivan passed the Series 66 in November 2000.
Where did Selene Sullivan work before O'Connell Investment and Insurance Services?
Before O'Connell Investment and Insurance Services, Selene Sullivan was registered through Avantax Advisory Services, September 2019 to July 2021; H.D. Vest Advisory Services, Inc, September 2018 to April 2019; H.D. Vest Advisory Services, Inc, February 2018 to July 2018; J.R. Young, P.C., September 2010 to August 2018.
Where is Selene Sullivan based?
Selene Sullivan’s registered office is in Eugene, OR.
Is Selene Sullivan registered with FINRA?
No. Selene Sullivan has no current broker registration.
How can I verify Selene Sullivan’s record?
Search CRD 5837051 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Selene Sullivan’s full registration record.
