Conan
Heelan
Tributary Capital Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Conan Heelan is a chartered financial analyst who works in Omaha, Nebraska with a total of 5 years of relevant experience. Heelan is on the advisory team at Tributary Capital Management, LLC. Throughout their career, they have worked at Tributary Capital Management, LLC, Gogo Air, Ifg Financial Search, Textura and Northern Lights Distributors, LLC. Heelan has a Series 63 license, which qualifies them as a securities agent, and is registered to operate in Nebraska. Tributary Capital Management, LLC is a financial advisory business based in Omaha, NE. It handles $2 billion in total assets across its 748 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 748 customer accounts, 81% belong to high-net-worth individuals who have greater than $1 million in investable assets. Tributary Capital Management, LLC performs a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which services are provided. Fees billed by Tributary Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Tributary Capital Management, LLC Brokerage Details
$1,917,242,591
13
748
$2,563,159
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Conan Heelan Work History
Conan has been registered as a financial advisor for 5 years.*
Northern Lights Distributors, LLC
Tributary Capital Management, LLC
Gogo Air
Ifg Financial Search
Ifg Financial Search
Textura
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Conan Heelan 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 Tributary Capital Management, LLC
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
