Denis Conlon, financial advisor Orland Park IL

Denis Conlon

CRD Number: 1351682
Current Firm: Securities America Advisors, Inc.

Denis Conlon (CRD# 1351682) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Orland Park, IL and has over 22 years of experience in the finance industry. Denis Conlon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. Orland Park, IL Sep 2020 - Current 3
Securities America Advisors, Inc. Orland Park, IL Sep 2020 - Current 3
Securities Service Network Orland Park, IL Jul 2018 - Sep 2020 2
Ssn Advisory, Inc. Orlnad Park, IL Jul 2018 - Sep 2020 2
Lpl Financial, LLC Orland Park, IL Apr 2016 - Jul 2018 2
Opus Wealth Partners, LLC Lisle, IL Apr 2016 - Jul 2018 2
Fsc Securities Corporation Tinley Park, IL Feb 2013 - Apr 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for Denis J. Conlon
Phone Number: 402-399-9111
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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