Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conor? Claim Your ProfileConor Avery Jonasson is a Certified Financial Planner and Investment Advisor Representative at Safeguard Wealth Management. Conor is a well-respected financial advisor with extensive experience in helping individuals and families achieve their financial goals. Conor has been in the financial industry for over 10 years and has a proven track record of success. Conor is also a licensed insurance agent.
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.
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WI
02/06/2024 - Present
Safeguard Wealth Management (Wauwatasa WI)
IA
Issued 11/11/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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