Unclaimed
Connor Farnsley is a financial advisor registered with Thrivent Investment Management Inc. and has been in the industry since 2021. Connor holds Series 7TO, Series 66, and SIE licenses and has worked with a variety of firms, including LPL FINANCIAL LLC and CUNA BROKERAGE SERVICES, INC. Connor specializes in working with high-net-worth individuals, corporations, and other businesses.
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.
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
IN
07/11/2024 - Present
Thrivent Investment Management Inc. (Columbus IN)
IN
05/18/2022 - 03/26/2024
LPL FINANCIAL LLC (Columbus IN)
IN
09/20/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Columbus IN)
BOTH
Issued 11/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Connor Farnsley is the right advisor for you? Invested Better is here to help.