Connor
Peck
Wilon Wealth Management
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About this Advisor
Connor Peck is a financial advisor based in Urbandale, Iowa, working with Wilon Wealth Management. Connor has previously held positions at University Of Kansas, Backspin Indoor Golf & Bar, Ankeny Glass, Cp Golf Group, LLC, Caddiemaster, Partners National Real Estate Group, Securities America, Inc, Securities America Advisors, Wilon Wealth Management, and Purshe Kaplen Sterling. Connor has passed the Series 66 regulatory exam and is registered to provide services in Iowa and Texas. Currently, Connor is part of Wilon Wealth Management, which operates out of Urbandale, Iowa. The firm has 2 offices and 8 employees. The firm manages assets totaling $183.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wilon Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wilon Wealth Management Brokerage Details
$183,581,167
8
799
$229,764
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Connor Peck Work History
Purshe Kaplen Sterling
Wilon Wealth Management
Securities America Advisors
Securities America, Inc
Partners National Real Estate Group
Caddiemaster
Ankeny Glass
Backspin Indoor Golf & Bar
Cp Golf Group, LLC
University Of Kansas
Disclosures
Please visit the SEC profile of Connor Peck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wilon Wealth Management
Urbandale, IA
Clear Lake, IA
Urbandale, IA
Urbandale, IA
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