Julie Connor
Julie Connor is a registered investment advisor at Cetera Investment Advisers LLC, based in Topeka, KS, with 32 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1919 SW 10th Ave, Suite 21, Topeka, KS, 66604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Julie is the secretary of Connor Wealth Management, operating under the name Financial Services and Fixed Insurance, dedicating nearly full-time hours. She also sells fixed insurance with various companies and provides group health, vision, dental, and LTD insurance services through Employee Benefit Services, Inc., where she is a co-owner and president.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Prosperity Network, INC
Walnut Street Securities, INC.Broker
E*trade Securities LLCBroker
Charles Schwab & CO., INC.Broker
Walnut Street Securities, INC.Broker
State Registrations10 states
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