CT
CFP
CT
CFP

Connor Thielfoldt

6 Years of Experience
Edina, MN
Broker

Connor Thielfoldt is a CFP-designated registered investment advisor, based in Edina, MN, with 6 years of industry experience.

Location

7400 Metro Blvd Suite 475 Edina MN 55439, Ste 475, Edina, MN, 55439

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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 Activities

Connor is an associate advisor at Midwest Money Management, dedicating full-time hours to financial planning and investment management. He also serves on the board of directors for the Elko New Market Chamber of Commerce, spending minimal time on this role.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
April 2023 - Present · 3 yrs 1 mo
J.W. Cole Financial, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Spc
February 2022 - April 2023 · 1 yr 2 mos
Parkland Securities, LLCBroker
September 2021 - April 2023 · 1 yr 7 mos
Morgan Stanley
July 2019 - August 2021 · 2 yrs 1 mo
Morgan StanleyBroker
June 2019 - August 2021 · 2 yrs 2 mos
State Registrations2 states
MNWI
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.