Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Conroy is a financial advisor currently working at Savant Wealth Management. Brian has been in the financial industry since April 1999. Brian Conroy is registered to provide investment advice in Illinois. In addition to holding the Series 6, 7, 24, and 26 licenses, Brian Conroy also has the Series 63 license. Brian Conroy has passed all exams and holds a Certified Financial Planner designation. Brian Conroy has worked with Savant Capital Management and Savant Wealth Management. Brian Conroy's previous employment was with TCF Securities, Inc.. Brian Conroy is located in Rockford, Illinois and works out of the Rockford office.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
11/14/2003 - Present
Savant Wealth Management (ROCKFORD IL)
MN
04/16/1999 - 01/17/2003
TCF SECURITIES, INC. (MINNEAPOLIS MN)
BC
Issued 04/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 06/02/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Brian Conroy is the right advisor for you? Invested Better is here to help.
