Connor Merrigan, financial advisor San Ramon CA

Connor Merrigan

CRD Number: 6961888
Current Firm: Securian Financial Services, Inc.

Connor Merrigan (CRD# 6961888) is an Investment Advisor Representative working at Securian Financial Services, Inc. in San Ramon, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Securian Financial Services Inc. St Paul, MN Sep 2020 - Current 2
Minnesota Life Insurance Co St Paul, MN Sep 2020 - Current 2
Summit Financial Group San Ramon, CA Sep 2020 - Current 2
Securian Financial Services Inc. St. Paul, MN Aug 2018 - Sep 2020 2
Summit Financial Group San Ramon, CA May 2018 - Sep 2020 2
Securian Financial Services Inc. St. Paul, MN May 2018 - Aug 2018 < 1
Recreational Equipment Inc. Dublin, CA Jun 2015 - Jun 2018 3
California State University San Jose San Jose, CA Aug 2016 - May 2018 1
Las Positas Community College Livermore, CA Jun 2015 - Aug 2016 1
Jersey Mike's Sub Pleasanton, CA Jan 2014 - Jun 2015 1
California State University Sacramento Sacramento, CA Aug 2014 - May 2015 < 1
Amador Valley High School Pleasanton, CA Aug 2009 - Jun 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Connor J. Merrigan
Phone Number: 651-665-6669
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    22,211
    MILLIONS
  • Total Number of Accounts
    66,500
    ACCOUNTS
  • Average Account Value
    $334,000
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
  • Pension consulting services
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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