Connor Peck (CRD# 7292715) is an Investment Advisor Representative working at Wilon Wealth Management in Urbandale, IA and has over 3 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplen Sterling | Albany, NY | Jun 2021 - Current | 2 |
Wilon Wealth Management | Urbandale, IA | Aug 2020 - Current | 3 |
Securities America Advisors | Urbandale, IA | Jan 2021 - Jun 2021 | < 1 |
Securities America, Inc. | Urbandale, IA | Aug 2020 - Jun 2021 | < 1 |
Partners National Real Estate Group | Dallas, TX | Mar 2019 - Jun 2020 | 1 |
Caddiemaster | Dallas, TX | Nov 2018 - Jun 2020 | 1 |
Cp Golf Group, LLC | Ankeny, IA | May 2016 - Mar 2019 | 2 |
Ankeny Glass | Ankeny, IA | Apr 2017 - Nov 2017 | < 1 |
Backspin Indoor Golf & Bar | Ankeny, IA | Dec 2016 - Apr 2017 | < 1 |
University Of Kansas | Lawrence, KS | Aug 2013 - May 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- IA
- TX
-
Total Assets Under Management184MILLIONS
-
Total Number of Accounts799ACCOUNTS
-
Average Account Value$229,764
- 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
- Selection of other advisers (including private fund managers)
AZ, FL, IA, IL, KS, NE, TX
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