Connor Bieda (CRD# 6768747) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Denver, CO and has over 6 years of experience in the finance industry.
CRD# 4675577
Syntrinsic LLC
CRD# 5123585
Lpl Financial LLC
CRD# 2186996
Western Wealth Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Denver, CO | Oct 2018 - Current | 5 |
| Charles Schwab & Company, Inc. | Denver, CO | Mar 2017 - Current | 7 |
| Indiana University | Bloomington, IN | Aug 2012 - Dec 2016 | 4 |
| Btownmenus-powered By Lodel | Bloomington, IN | Oct 2015 - Nov 2016 | 1 |
| Ernie Loberg Construction | Palatine, IL | Jul 2015 - Aug 2016 | 1 |
| Lavelle Law, Ltd | Palatine, IL | Jun 2015 - Aug 2015 | < 1 |
| Palatine Park District | Palatine, IL | May 2014 - Aug 2014 | < 1 |
| Aj Valet | Wauconda, IL | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
| S63 | Uniform Securities State Law Examination | Aug 2017 |
- CO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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