Brian Mcconnell is a registered investment advisor, based in Lone Tree, CO, with 19 years of industry experience.
Location
9364 Teddy Lane, Unit 102, Lone Tree, CO, 80124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is the President of McConnell Wealth Partners, where he is involved in fixed insurance sales, and manager of Brian McConnell LLC, created to manage schedule C income for his investment/insurance income. He is also an advisor with The Ameriflex Group, an independent RIA, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England SecuritiesBroker
New England Securities Corporation
AXA Advisors, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations4 states
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