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Conor Michael Mahlmann

SLP Wealth

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About Conor Michael Mahlmann

Conor Mahlmann is a financial advisor registered with SLP Wealth. Conor has been in the industry since 2015 and is a Certified Financial Planner. Conor is a registered investment advisor representative in Illinois and Texas. Previously Conor was employed at TD Ameritrade, Inc. and KIPPINGTON CAPITAL MANAGEMENT. Conor also works for Student Loan Planner, a private company that assists student loan borrowers in exploring their options for repayment or forgiveness, spending approximately 50% of their time on these activities.

Firm Information

Conor Mahlmann is currently registered with SLP Wealth. SLP Wealth, headquartered in Durham, North Carolina, is a registered investment advisor (RIA) offering financial planning and portfolio management services for individuals and businesses. The firm has 2 licensed agents and 16 investment advisor representatives, managing over $29 million in assets for approximately 846 clients. They specialize in serving high-net-worth individuals and individuals other than high-net-worth, with a focus on personalized financial guidance and investment strategies.
SLP Wealth

555 SOUTH MANGUM ST

DURHAM, NC 27701

$29.21M

Assets Under Management

1,080

Total Clients

12

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Conor Mahlmann’s Registration & Firm History

IL

05/02/2023 - Present

SLP Wealth (CHICAGO IL)

IL

02/10/2015 - 10/05/2017

TD AMERITRADE, INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 02/16/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/20/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Conor Michael Mahlmann.
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