Connor Peck is a CFP-designated registered investment advisor, based in Urbandale, IA, with 5 years of industry experience.
Location
2400 86th Street, Suite 32, Urbandale, IA, 50322
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Connor works full-time at Wilon Wealth Management providing investment strategies. He also has two insurance-related activities, spending minimal time selling fixed/traditional insurance products through Purshe Kaplan Sterling Financial and directly.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wilon Wealth Management
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations2 states
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