CH
CFA
CH
CFA

Conan Heelan

7 Years of Experience
Omaha, NE
Broker

Conan Heelan is a CFA-designated registered investment advisor, based in Omaha, NE, with 7 years of industry experience.

Location

1620 Dodge Street, Stop 3399, Omaha, NE, 68197

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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

Conan owns Conan Heelan Rental Properties in Omaha, NE, since June 2025. He spends a few hours per week managing the rental properties.

Employment History
Current Registrations
Northern Lights Distributors, LLCBroker
August 2019 - Present · 6 yrs 9 mos
Northern Lights Distributors, LLC
August 2019 - Present · 6 yrs 9 mos
Tributary Capital Management, LLC
August 2018 - Present · 7 yrs 9 mos
State Registrations1 state
NE
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.
Conan Heelan - Financial Advisor | TrueAdvisor