Brent Connelly, financial advisor Omaha NE

Brent Connelly

CRD Number: 6117161
Current Firm: Commonwealth Financial Network

Brent Connelly (CRD# 6117161) is an Investment Advisor Representative working at Commonwealth Financial Network in Omaha, NE and has over 11 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Commonwealth Financial Network San Diego, CA Apr 2022 - Current 1
Soar Wealth Strategies Omaha, NE Apr 2022 - Current 1
Edward Jones St. Louis, MO Sep 2012 - Apr 2022 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Brent R. Connelly
Phone Number: 781-736-0700
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, VI, VT, WA, WI, WV, WY

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