Conner Thompson (CRD# 7894202) is an Investment Advisor Representative working at Betterment in New York, NY and has 1 year of experience in the finance industry.
CRD# 6865326
Citigroup Global Markets Inc.
CRD# 3160155
Investment Partners Asset Management
CRD# 1358227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Betterment | New York, NY | Mar 2022 - Current | 2 |
| Catholic Charities Of Ne Kansas | Kansas City, KS | Sep 2021 - Mar 2022 | < 1 |
| Stepp And Rothwell | Overland Park, KS | May 2021 - Aug 2021 | < 1 |
| Office For Financial Success (university Of Missouri) | Columbia, MO | Apr 2019 - May 2021 | 2 |
| University Of Missouri - Columbia | Columbia, MO | Jan 2019 - May 2021 | 2 |
| Illinois Central College | East Peoria, IL | May 2017 - Jan 2019 | 1 |
| Pumpkin Place Daycare | Morton, IL | Aug 2018 - Dec 2018 | < 1 |
| Morton Public Pool | Morton, IL | May 2018 - Aug 2018 | < 1 |
| International Office At Illinois Central College | East Peoria, IL | Jan 2018 - May 2018 | < 1 |
| Morton High School | Morton, IL | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- IN
- NY
- TX
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Total Assets Under Management45,933MILLIONS
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Total Number of Accounts1,103,630ACCOUNTS
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Average Account Value$41,620
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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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