Connor Michael (CRD# 6947540) is an Investment Advisor Representative working at Alaska Wealth Advisors in Anchorage, AK and has over 5 years of experience in the finance industry. Connor Michael has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apcm Wealth Management For Individuals | Anchorage, AK | Jan 2018 - Current | 6 |
| Alyeska Ski Club | Girdwood, AK | Dec 2017 - Current | 6 |
| Naniq Global Logistics | Anchorage, AK | May 2016 - Jan 2018 | 1 |
| Unemployed/travel | Anchorage, AK | Nov 2015 - May 2016 | < 1 |
| Trust Land Office | Anchorage, AK | May 2015 - Nov 2015 | < 1 |
| Western State Colorado University | Gunnison, CO | Aug 2014 - May 2015 | < 1 |
| Boslough Construction | Anchorage, AK | May 2014 - Aug 2014 | < 1 |
| Western State Colorado University | Gunnison, CO | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- AK
-
Total Assets Under Management875MILLIONS
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Total Number of Accounts2,004ACCOUNTS
-
Average Account Value$436,595
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AZ, CA, OR, TX, WA
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