Connor Gutrich (CRD# 6776199) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 2 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Brokerage, LLC | Chicago, IL | Jun 2022 - Current | 1 |
| Assetmark Financial Holdings, Inc. | Chicago, IL | Jun 2022 - Current | 1 |
| J.p. Morgan Securities LLC | Scottsdale, AZ | Nov 2021 - Jun 2022 | < 1 |
| Jpmorgan Chase Bank, N.a. | Scottsdale, AZ | Nov 2021 - Jun 2022 | < 1 |
| Assetmark Brokerage, LLC | Chicago, IL | Jan 2020 - Oct 2021 | 1 |
| Wintrust Investments LLC | Chicago, IL | Nov 2018 - Jan 2020 | 1 |
| Unemployed | Frankfort, IL | May 2018 - Nov 2018 | < 1 |
| Marquette University | Milwaukee, WI | Aug 2014 - May 2018 | 3 |
| Robert W. Baird | Chicago, IL | Mar 2017 - Dec 2017 | < 1 |
| Intercontinental Hotel Milwaukee | Milwaukee, WI | Nov 2016 - Feb 2017 | < 1 |
| Marquette University | Milwaukee, IL | Jan 2016 - Jan 2017 | 1 |
| State Farm | Tinley Park, IL | Aug 2013 - Aug 2016 | 3 |
| White Water Canyon | Tinley Park, IL | Jun 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
| S63 | Uniform Securities State Law Examination | Mar 2022 |
- IL
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Total Assets Under Management65,618MILLIONS
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Total Number of Accounts374,574ACCOUNTS
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Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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