linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Connor Sigmon Matheny

Rockford Financial Planning

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Connor? Claim Your Profile

About Connor Sigmon Matheny

Connor Sigmon Matheny is an Investment Advisor Representative associated with Rockford Financial Planning. Connor is based in Wilmington, DE. Connor has been in the industry since 2016. Connor specializes in providing financial planning, pension consulting, and portfolio management for individuals. Connor earned the Series 65 - Uniform Investment Adviser Law Examination in 2023.

Firm Information

Connor Matheny is currently registered with Rockford Financial Planning. Rockford Financial Planning is a financial planning and investment advisory firm located in Rockford, Illinois. They provide financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $58.9 million in assets, with over $53 million of that managed under discretionary authority. They have a wrap fee program available for clients.

$58.92M

Assets Under Management

15

Total Clients

2

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Connor Matheny’s Registration & Firm History

DE

03/16/2023 - Present

Rockford Financial Planning (WILMINGTON DE)

Not sure if Connor Sigmon Matheny is right for you?

Licenses & Designations

IA

Issued 03/15/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Connor Sigmon Matheny.
Not sure if Connor Sigmon Matheny is right for you?