Daren O'Connor
LBK Financial · Whippany, New Jersey
Daren O'Connor is a fee-only financial advisor at LBK Financial in Whippany, New Jersey. LBK Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | LBK Financial |
|---|---|
| Based in | Whippany, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $14.6M across 23 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 4292482 |
| Exams passed | Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Daren's firm compares
- LBK Financial's average account is about $635,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Daren
Is Daren O'Connor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daren holds no broker registration, and LBK Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daren charge for financial advice?
Daren's firm, LBK Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daren O'Connor based?
Daren O'Connor is based in Whippany, New Jersey.
Is Daren O'Connor registered with the SEC?
Yes. Daren O'Connor is registered as an investment adviser representative in NJ (CRD 4292482), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LBK Financial manage?
LBK Financial reports $14.6M across 23 accounts in assets under management.
How do I contact Daren O'Connor?
Contact details aren't on file yet. Search for LBK Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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