TrueAdvisor
TrueAdvisor
CE
CE

Connie Marie Eshelman

Assuredpartners Investment Advisors
19 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Assuredpartners Investment Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
1,945 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$3.3B

Fee Structure

Location

971 E. Winding Creek Dr., Eagle, ID, 83616

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Connie is an advisor at FSM Wealth and AssuredPartners Investment Advisors, LLC.

Employment History
Current Registrations
Private Client Services, LLCBroker
July 2024 - Present · 1 yr 7 mos
Assuredpartners Investment Advisors
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Kestra Investment Services, LLCBroker
September 2017 - August 2024 · 6 yrs 11 mos
Kestra Advisory Services, LLC
September 2017 - August 2024 · 6 yrs 11 mos
LPL Financial LLC
July 2012 - September 2017 · 5 yrs 2 mos
LPL Financial LLCBroker
May 2012 - September 2017 · 5 yrs 4 mos
Edward JonesBroker
March 2006 - June 2012 · 6 yrs 3 mos
State Registrations6 states
IDORPATNTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.