Brian Connolly, financial advisor Des Moines IA
93 score

Brian Connolly

CRD Number: 1181882
Current Firm: Investment Advisors Corp

Brian Connolly (CRD# 1181882) is an Investment Advisor Representative working at Investment Advisors Corp in Des Moines, IA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Broker Dealer Financial Services Corp. Des Moines, IA Apr 1994 - Current 22
Self Employed/independent Fiancial Insur Des Moines, IA Jan 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Brian J. Connolly
Phone Number: 515-727-6700
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    554
    MILLIONS
  • Total Number of Accounts
    4,511
    ACCOUNTS
  • Average Account Value
    $122,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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