Jamie Connor, financial advisor Wausau WI
93 score

Jamie Connor

CRD Number: 5283030
Current Firm: Sii Investments, Inc.

Jamie Connor (CRD# 5283030) is an Investment Advisor Representative working at Sii Investments, Inc. in Wausau, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Sii Investments Wausau, WI May 2010 - Current 6
Cva Care Foundation Wausau, WI May 2008 - Oct 2011 3
Wfg/wgs/iai Wausau, WI Jan 2007 - May 2010 3
Uw Stevens Point Stevens Point, WI Sep 2002 - May 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination Jun 2009
Contact Info for Jamie R. Connor
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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

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