Conor BoffeliCRD Number: 6707260
Current Firm: Principal Securities, Inc.
Conor Boffeli (CRD# 6707260) is an Investment Advisor Representative working at Principal Securities, Inc. in West Des Moines, IA and has over 3 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.
Thrivent Investment Management Inc.
Fsc Securities Corporation
Foster Group, Inc.
|Principal Life Insurance Company||Wdm, IA||Sep 2019 - Current||1|
|Principal Securities Inc.||Wdm, IA||Sep 2019 - Current||1|
|Bral Niedert Wealth Advisors||West Des Moines, IA||Sep 2019 - Current||1|
|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|
|University Of Iowa||Iowa City, IA||Aug 2009 - Apr 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2017|
Total Assets Under Management7,610MILLIONS
Total Number of Accounts34,673ACCOUNTS
Average Account Value$219,486
- 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)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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