Unclaimed
Conner Grzenia is an Investment Advisor Representative associated with Rappaport Reiches Capital Management, located in Skokie, Illinois. Conner holds the Series 65 license. Conner has worked in the financial industry since 2011 and has a history of employment with Cetera Investors, Move and Store, and the University of Illinois. Conner's professional experience includes working with individuals, high-net-worth individuals, charitable organizations and pension and profit sharing plans. Conner provides financial planning and portfolio management services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
06/09/2021 - Present
Rappaport Reiches Capital Management, (SKOKIE IL)
IA
Issued 04/21/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Conner Grzenia is the right advisor for you? Invested Better is here to help.