CC
CFP
CC
CFP

Christopher Connelly

8 Years of Experience
Stillwater, MN
Broker

Christopher Connelly is a CFP-designated registered investment advisor, based in Stillwater, MN, with 8 years of industry experience.

Location

275 3rd St S #303, Stillwater, MN, 55082

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christopher is involved in several outside business activities. He owns Bogdalek Connelly Enterprise LLC and is CEO of Shady Acres LLC, both real estate ventures, and is also involved with STP Ventures and UAM Stillwater LLC, dedicating about half his time to each of the latter two.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2023 - Present · 2 yrs 10 mos
Raymond James Financial Services, INC.Broker
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
Charles Schwab & CO., INC.
July 2021 - August 2023 · 2 yrs 1 mo
Charles Schwab & CO., INC.Broker
July 2021 - August 2023 · 2 yrs 1 mo
LPL Financial LLC
January 2019 - December 2020 · 1 yr 11 mos
Global Retirement Partners LLC
December 2018 - December 2020 · 2 yrs
LPL Financial LLCBroker
December 2018 - December 2020 · 2 yrs
Ameriprise Financial Services, INC.
September 2017 - November 2018 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
March 2017 - November 2018 · 1 yr 8 mos
State Registrations30 states
ARAZCACODCFLIAILKYLAMAMDMNMOMTNCNENMNVNYORSCSDTXUTVAVTWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christopher Connelly - Financial Advisor | TrueAdvisor