Stephen Connolly (CRD# 1171269) is an Investment Advisor Representative working at The Retirement Planning Center in Bovey, MN and has over 40 years of experience in the finance industry.
CRD# 1886620
Horace Mann Investors, Inc.
CRD# 4744299
Lincoln Financial Advisors Corporation
CRD# 4315818
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Bovey, MN | Apr 2024 - Current | < 1 |
| The Retirement Planning Center | Bovey, MN | Apr 2018 - Current | 6 |
| The Retirement Planning Center | Bovey, MN | Jan 1996 - Current | 28 |
| Crown Capital Securities, LP | Orange, CA | Oct 2017 - Apr 2024 | 6 |
| Summit Brokerage Services, Inc. | Marshalltown, IA | Sep 2016 - Oct 2017 | 1 |
| Summit Financial Group Inc. | Marshalltown, IA | Sep 2016 - Oct 2017 | 1 |
| Vsr Advisory Services | Overland Park, KS | Aug 2007 - Sep 2016 | 9 |
| Vsr Financial Services, Inc. | Des Moines, IA | Jan 1996 - Sep 2016 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1983 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- IA
- MN
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$68,417
- 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
- Other
IA, MN
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