CC
CC

Conner Capps

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthCharitable GivingFinancial Planning & CoachingInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,517 clients
Average Client Portfolio
$144K average
Assets Under Management
$362.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

835 Main Street, Building 200, Buda, TX, 78610

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Conner provides clients with access to life insurance and fixed insurance products through E3 Consultants Group, dedicating about 10-20% of his time. He is also involved in rental properties through SCC Rentals, LLC and C2 Rentals, and is a Private Wealth Advisor for E3 Wealth and TranscE3nd.

Employment History
Current Registrations
Transce3nd LLC
October 2022 - Present · 3 yrs 4 mos
Madison Avenue Securities, LLCBroker
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Ae Wealth Management, LLC
July 2022 - January 2023 · 6 mos
Kalos Management
July 2017 - August 2022 · 5 yrs 1 mo
Kalos Capital, INC.Broker
July 2017 - August 2022 · 5 yrs 1 mo
National Planning Corporation ("npc of America" in Fl & Ny)
January 2016 - July 2017 · 1 yr 6 mos
National Planning CorporationBroker
September 2015 - July 2017 · 1 yr 10 mos
State Registrations25 states
ARAZCACOCTFLGAIAILKSLAMAMDMIMNMONHNJNYOHPATXVAWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.