Conan Heelan (CRD# 7000897) is an Investment Advisor Representative working at Tributary Capital Management, LLC in Omaha, NE and has over 4 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northern Lights Distributors, LLC | Omaha, NE | Apr 2019 - Current | 5 |
| Tributary Capital Management, LLC | Omaha, NE | Apr 2018 - Current | 6 |
| Gogo Air | Chicago, IL | Sep 2014 - Mar 2018 | 3 |
| Ifg Financial Search | Chicago, IL | Jun 2014 - Sep 2014 | < 1 |
| Unemployed | Chicago, IL | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
- NE
-
Total Assets Under Management2,135MILLIONS
-
Total Number of Accounts813ACCOUNTS
-
Average Account Value$2,625,695
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, CT, FL, LA, MA, NE, NJ, NY, OR, PA, VA, WA
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