Connie Faehnrich, financial advisor Prescott AZ
93 score

Connie Faehnrich

CRD Number: 1187357
Current Firm: Summit Financial Group Inc.

Connie Faehnrich (CRD# 1187357) is an Investment Advisor Representative working at Summit Financial Group Inc. in Prescott, AZ and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Brokerage Services Inc. Prescott, AZ Aug 2013 - Current 3
Summit Financial Group Inc. Prescott, AZ Aug 2013 - Current 3
Faehnrich & Associates LLC Prescott, AZ May 1998 - Current 18
Wells Fargo Advisors LLC Scottsdale, AZ May 2009 - Jun 2013 4
Wachovia Securities, LLC Scottsdale, AZ Jul 2006 - May 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Connie M. Faehnrich
Phone Number: 561-338-2600
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    1,671
    MILLIONS
  • Total Number of Accounts
    8,086
    ACCOUNTS
  • Average Account Value
    $206,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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