Conner Rehage, financial advisor Santa Barbara CA
90 score

Conner Rehage

CRD Number: 6124679
Current Firm: Partnervest Advisory Services LLC

Conner Rehage (CRD# 6124679) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Santa Barbara, CA and has over 3 years of experience in the finance industry.

Similar Advisors
Dave Strandberg, financial advisor Santa Barbara CA
Dave W. Strandberg
CRD# 6377908
Montecito Investment Strategies
Score
100
Similar Advisors
KRISTIN WYMAN HORTON, financial advisor Santa Barbara CA
KRISTIN WYMAN HORTON
CRD# 1987375
Haven Capital Group
Score
103
Similar Advisors
Janet Barr, financial advisor Santa Barbara CA
Janet L. Barr
CRD# 2417829
Independent Financial Partners
Score
101
Company Name Location Dates Years
Partnervest Advisory Services Santa Barbara, CA Jan 2015 - Current 1
Sorrento Pacific Financial, LLC San Diego, CA Jan 2015 - Current 1
Edward Jones Tempe, AZ Oct 2012 - Jan 2015 2
Santa Barbara School District Santa Barbara, CA Jul 2012 - Oct 2012 < 1
Jonathan Valet Parking Santa Barbara, CA Dec 2004 - Oct 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Conner D. Rehage
Phone Number: 805-966-1266
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    514
    MILLIONS
  • Total Number of Accounts
    2,359
    ACCOUNTS
  • Average Account Value
    $217,761
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, ID, IL, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Conner Rehage and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.