Conrad Newman is a CFP-designated registered investment advisor, based in Louisville, KY, with 8 years of industry experience. Conrad is also registered as a broker, so some compensation may come from commissions on products sold.
Location
10503 Timberwood Circle Suite 205, Louisville, KY, 40223
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
July 2026 - Present · 3 mos
Cetera Investment Advisers LLC
July 2026 - Present · 3 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
October 2021 - July 2026 · 4 yrs 9 mos
PNC InvestmentsBroker
October 2016 - October 2018 · 2 yrs
PNC Investments
October 2016 - October 2018 · 2 yrs
Edward Jones
December 2014 - March 2016 · 1 yr 3 mos
Edward JonesBroker
September 2014 - March 2016 · 1 yr 6 mos
State Registrations2 states
INKY
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.
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