Connor Middleton, financial advisor Overland Park KS

Connor Middleton

CRD Number: 6681516
Current Firm: Prudential Financial Planning Services

Connor Middleton (CRD# 6681516) is an Investment Advisor Representative working at Prudential Financial Planning Services in Overland Park, KS and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
The Prudential Insurance Company Of America Overland Park, KS Aug 2016 - Current 5
Pruco Securities, LLC Overland Park, KS May 2016 - Current 5
Mufloff Construction Olathe, KS May 2012 - May 2016 4
Lifetime Fitness Lenexa, KS May 2010 - Apr 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Connor C. Middleton
Phone Number: 800-235-7637
Registered State(s):
  • KS
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    11,236
    MILLIONS
  • Total Number of Accounts
    70,757
    ACCOUNTS
  • Average Account Value
    $158,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
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, 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, VT, WA, WI, WV, WY

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