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Conner David Rehage

Investment adviser representative at Harbor Hills Financial Advisors
11 yearsExperience
1 stateRegistered in
$128MFirm assets
1 yearFirm 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 assetsHourlyPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Harbor Hills Financial AdvisorsJan 2026 to now
  2. Harbor Hills Inc.Feb 2021 to now
  3. Harbor Hills Insurance ServicesOct 2019 to now
  4. Changepath, LLCOct 2020 to Apr 2021
  5. Partnervest Advisory ServicesJan 2016 to Nov 2020
  6. Sorrento Pacific Financial, LLCJan 2015 to Dec 2018

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (CA).

Harbor Hills Financial Advisors

Legal name: Harbor Hills, Inc.

$128MAssets managed
142Clients
3Advisers
1 yearIn 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
6124679
Firm CRD
312691
Advisor's SEC record (opens in a new tab)
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