Connor J Allen, CFP

Overview

Connor J Allen is an investment adviser representative based in Delafield, WI, with 5 years in the industry.

Years in the industry

5

States registered

1

Exams passed

1

Current firms

1

Contact

2 phone numbers on file

Registrations and licenses

• Registered in 1 state

• Series 66

Every state, with registration and license dates

Firms

• Annex Wealth Management, LLCCurrent firm

Employment history since 2021

Book and practice

Firm assets under management on file