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Colton Conroy

Sammons Financial Network, LLC

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About Colton Conroy

Colton Conroy is a financial professional with experience in the industry since August 18, 2022. Colton is currently registered with Sammons Financial Network, LLC and has been with the firm since March 29, 2023. Previously, Colton was affiliated with Bankers Life Securities, Inc. Colton holds the Series 6TO, Series 7TO and SIE licenses.

Firm Information

Colton Conroy is currently registered with Sammons Financial Network, LLC. Sammons Financial Network, LLC is a Limited Liability Company formed in June 2011. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

155

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Colton Conroy’s Registration & Firm History

IA

03/29/2023 - Present

Sammons Financial Network, LLC (WEST DES MOINES IA)

IA

04/26/2021 - 12/03/2021

BANKERS LIFE SECURITIES, INC. (WEST DES MOINES IA)

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Licenses & Designations

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 01/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colton Conroy.
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