Connor Schlecht (CRD# 7094875) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roseville,, CA and has over 4 years of experience in the finance industry.
CRD# 2888718
Northwestern Mutual Investment Services,llc
CRD# 5569353
Raymond James Financial Services Advisors, Inc.
CRD# 4383852
Eagle Strategies LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Roseville, CA | Apr 2021 - Current | 3 |
Deboer Financial Group | Roseville, CA | Mar 2019 - Apr 2021 | 2 |
Commonwealth Financial Network | Waltham, MA | Mar 2019 - Apr 2021 | 2 |
Unemployed | San Diego, CA | Dec 2018 - Mar 2019 | < 1 |
Curamus Management | San Diego, CA | Aug 2018 - Dec 2018 | < 1 |
Unemployed | San Diego, CA | Jul 2018 - Aug 2018 | < 1 |
Kaiser Permanente | San Diego, CA | Jan 2016 - Jul 2018 | 2 |
Apex Staffing | San Diego, CA | Jul 2015 - Jan 2016 | < 1 |
Curamus Management | San Diego, CA | Mar 2015 - Jul 2015 | < 1 |
Robert Half International | San Diego, CA | Jan 2015 - Mar 2015 | < 1 |
Unemployed | San Diego, CA | Sep 2014 - Jan 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- CA
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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