Conor Boffeli (CRD# 6707260) is an Investment Advisor Representative working at Commonwealth Financial Network in West Des Moines, IA and has over 7 years of experience in the finance industry. Conor Boffeli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Aug 2022 - Current | 1 |
| Bral Niedert Wealth Advisors | West Des Moines, IA | Sep 2019 - Current | 4 |
| Principal Life Insurance Company | Wdm, IA | Sep 2019 - Aug 2022 | 2 |
| Principal Securities Inc. | Wdm, IA | Sep 2019 - Aug 2022 | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Apr 2017 - Sep 2019 | 2 |
| Northwestern Mutual Investment Services LLC | Urbandale, IA | Oct 2016 - Sep 2019 | 2 |
| Edward Mcgill | Urbandale, IA | Oct 2016 - Sep 2019 | 2 |
| Mcgill Junge Wealth Management | Urbandale, IA | Sep 2016 - Sep 2019 | 3 |
| Edward Mcgill | Urbandale, IA | Sep 2016 - Oct 2016 | < 1 |
| Cleveland Browns | Berea, OH | Oct 2015 - Aug 2016 | < 1 |
| Chicago Bears | Lake Forest, IL | Sep 2014 - Sep 2015 | 1 |
| Houston Texans | Houston, TX | May 2014 - Sep 2014 | < 1 |
| Minnesota Vikings | Eden Prairie, MN | Apr 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2017 |
- IA
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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