Concannon Wealth Management, LLC

Concannon Wealth Management, LLC (CRD# 158681) is a financial advisory firm headquartered in Bethlehem, PA. They manage $353,690,065 in 881 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    354
    MILLION
  • Total Number of Accounts
    881
    ACCOUNTS
  • Average Account Value
    $401,464
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MD, NH, NJ, NY, PA, TX, VA, WV

Financial Advisors at Concannon Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kathryn M. Brown
CRD#: 4557865
1525 Valley Center Parkway, Ste 310, Bethlehem, PA 18017
96
Wealthminder
score

Kathryn Brown (CRD# 4557865) is an Investment Advisor Representative working at Concannon Wealth Management, LLC in Bethlehem, PA and has over 14 years of experience in the finance industry. Kathryn Brown 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.

2
Dennis C. Morton
CRD#: 5056676
1525 Valley Center Parkway, Ste 310, Bethlehem, PA 18017
96
Wealthminder
score

Dennis Morton (CRD# 5056676) is an Investment Advisor Representative working at Concannon Wealth Management, LLC in Bethlehem, PA and has over 10 years of experience in the finance industry. Dennis Morton 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.

3
Sean G. Linder
CRD#: 5811199
1525 Valley Center Parkway, Ste 310, Bethlehem, PA 18017
93
Wealthminder
score

Sean Linder (CRD# 5811199) is an Investment Advisor Representative working at Concannon Wealth Management, LLC in Bethlehem, PA and has over 5 years of experience in the finance industry.

4
Brad L. Griswold
CRD#: 2144498
1525 Valley Center Parkway, Ste 310, Bethlehem, PA 18017
83
Wealthminder
score

Brad Griswold (CRD# 2144498) is an Investment Advisor Representative working at Concannon Wealth Management, LLC in Bethlehem, PA and has over 25 years of experience in the finance industry.

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