Andrew Glass Conner
Investment adviser representative at Madrona Financial & Cpas
17 yearsExperience
2 statesRegistered in
$691.8MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Madrona Financial & CpasSep 2020 to now
- Madrona Financial Services, LLCAug 2020 to now
- Purshe Kaplan Stering InvestmentsAug 2020 to Jan 2023
- Wells Fargo Advisors Financial Network LLCMay 2009 to Jul 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Madrona Financial & Cpas
Legal name: Madrona Financial Services, LLC
$691.8MAssets managed
689Clients
10Advisers
21 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
- 3015473
- Firm CRD
- 115753