Henry Conley is a registered investment advisor, based in Hartland, MI, with 15 years of industry experience.
Location
Hartland, MI
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Henry is a wine tour driver for Traverse City Wine Girl, spending minimal time per week. He also owns Conley Wealth Management, LLC and works as a financial professional for Michigan Financial Planning, dedicating full-time hours to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2024 - Present · 1 yr 10 mos
Cetera Wealth Services, LLCBroker
September 2024 - Present · 1 yr 10 mos
Previous Registrations
Osaic Wealth, INC.
January 2022 - October 2024 · 2 yrs 9 mos
Osaic Wealth, INC.Broker
January 2022 - October 2024 · 2 yrs 9 mos
Spc
May 2018 - December 2021 · 3 yrs 7 mos
Sigma Financial CorporationBroker
May 2018 - December 2021 · 3 yrs 7 mos
Bluerock Capital Markets LLCBroker
September 2015 - October 2016 · 1 yr 1 mo
Spc
March 2014 - September 2015 · 1 yr 6 mos
Sigma Financial CorporationBroker
October 2008 - September 2015 · 6 yrs 11 mos
State Registrations9 states
CACTINKYMINCSCTNTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.