Richard David Connett
Investment adviser representative at Integrity Wealth Partners, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$193.9MFirm assets
Are you Richard David Connett? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Integrity Wealth Partners, LLCApr 2021 to now
- Ameriprise Financial Services, Inc.Oct 2009 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Integrity Wealth Partners, LLC
$193.9MAssets managed
231Clients
2Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2680263
- Firm CRD
- 167314