Rachel Conroy (CRD# 6262928) is an Investment Advisor Representative working at Archway Wealth Management, LLC in Kirkwood, MO and has over 8 years of experience in the finance industry.
CRD# 6463221
Cetera Investment Advisers LLC
CRD# 3168400
Creative Planning
CRD# 5472794
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Archway Wealth Management, LLC | New Berlin, WI | Sep 2023 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Frontenac, MO | May 2016 - Sep 2023 | 7 |
| Wells Fargo Clearing Services, LLC | Frontenac, MO | May 2015 - Sep 2023 | 8 |
| Wells Fargo Advisors, LLC | Frontenac, MO | Oct 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- MO
- TX
- WI
-
Total Assets Under Management287MILLIONS
-
Total Number of Accounts799ACCOUNTS
-
Average Account Value$359,617
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, IL, LA, MO, TX, WI
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