BM
BM

Brian Thomas Mcconnell

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
16,688 clients
Average Client Portfolio
$561K average
Assets Under Management
$9.4B

Fee Structure

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Location

9364 Teddy Lane, Unit 102, Lone Tree, CO, 80124

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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 ActivitiesSells Insurance

Brian is the President of McConnell Wealth Partners, where he is involved in fixed insurance sales, and manager of Brian McConnell LLC, created to manage schedule C income for his investment/insurance income. He is also an advisor with The Ameriflex Group, an independent RIA, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 8 mos
The Ameriflex Group
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
November 2019 - September 2023 · 3 yrs 10 mos
Sagepoint Financial, INC.
November 2019 - December 2020 · 1 yr 1 mo
MML Investors Services, LLC
March 2017 - November 2019 · 2 yrs 8 mos
MML Investors Services, LLCBroker
March 2017 - November 2019 · 2 yrs 8 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
New England SecuritiesBroker
March 2013 - January 2015 · 1 yr 10 mos
New England Securities Corporation
March 2013 - January 2015 · 1 yr 10 mos
AXA Advisors, LLC
May 2007 - March 2013 · 5 yrs 10 mos
AXA Advisors, LLCBroker
May 2007 - March 2013 · 5 yrs 10 mos
AXA Advisors, LLC
April 2006 - January 2007 · 9 mos
AXA Advisors, LLCBroker
December 2005 - January 2007 · 1 yr 1 mo
State Registrations3 states
AZCACO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.