CM
CM

Connie Suzanne Mccleary-Geiger

1 Year of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
6,093 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$7.4B

Fee Structure

Loading...

Location

725 Main St., Pella, IA, 50219

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Intellicents Investment Solutions INC
November 2024 - Present · 1 yr 3 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.
Connie Suzanne Mccleary-geiger - Financial Advisor | TrueAdvisor