Philip Connolly (CRD# 1172157) is an Investment Advisor Representative working at Larson Financial Group, LLC in Minneapolis, MN and has over 38 years of experience in the finance industry. Philip Connolly 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# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Larson Financial Group, LLC | Chesterfield, MO | Oct 2021 - Current | 2 |
| Larson Wealth Partners | Minneapolis, MN | Jul 2020 - Current | 3 |
| Larson Financial Securities, LLC | Chesterfield, MO | Jun 2020 - Current | 3 |
| Counsel Wealth Management, Inc. | Arden Hills, MN | Jul 2018 - Current | 5 |
| Apw Capital, Inc. | Rockaway, NJ | Jul 2018 - Jun 2020 | 1 |
| The Leaders Group, Inc. | Littleton, CO | Jan 2017 - Jul 2018 | 1 |
| Zenith Marketing Group | Freehold, NJ | Jun 2016 - Jul 2018 | 2 |
| Voya Financial Advisors, Inc. | New Richmond, WI | Jul 2016 - Jan 2017 | < 1 |
| Pekin Insurance | Pekin, IL | Jun 2015 - May 2016 | < 1 |
| Allstate Insurance Company | Bloomington, MN | Jul 2010 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1986 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- MN
- TX
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Total Assets Under Management2,745MILLIONS
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Total Number of Accounts21,684ACCOUNTS
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Average Account Value$126,582
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