Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Wiesner is a financial advisor who has been in the industry since 2011. Connor is a CERTIFIED FINANCIAL PLANNER™, CHARTERED FINANCIAL CONSULTANT, and CHARTERED FINANCIAL ANALYST®. Connor is currently registered with Principal Securities, Inc. and is licensed in Wisconsin. Connor has worked for several firms over the years, including U.S. BANCORP INVESTMENTS, INC., Ameritas Investment Company, LLC, and Lincoln Financial Advisors Corporation. Connor's specializations include retirement planning, college savings, investment management, estate planning, and insurance. Connor has a passion for helping people achieve their financial goals and believes in building strong relationships with clients.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
WI
05/30/2024 - Present
Principal Securities, Inc. (WAUWATOSA WI)
WI
12/06/2023 - 06/04/2024
U.S. BANCORP INVESTMENTS, INC. (Oconomowoc WI)
NE
06/17/2022 - 12/14/2023
AMERITAS INVESTMENT COMPANY, LLC (LINCOLN NE)
WI
06/05/2018 - 07/23/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTLAND WI)
WI
11/16/2017 - 06/04/2018
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
08/03/2011 - 10/14/2015
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
BOTH
Issued 12/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Connor Wiesner is the right advisor for you? Invested Better is here to help.
