Connor Richard Emmert
Investment adviser representative at Coppell Advisory Solutions LLC
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
15 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 assetsHourlyFixed or flat fee
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.
- Coppell Advisory Solutions LLCFeb 2025 to now
- Ameriprise Financial Services, LLCOct 2024 to Jan 2025
- Modern Woodmen of AmericaJun 2024 to Sep 2024
- Varsity TutorsJan 2024 to Sep 2024
- Linden Thomas & Company Securities, LLCMar 2023 to Dec 2023
- Linden Thomas Advisory Services, LLCMar 2023 to Dec 2023
- NerdwalletSep 2021 to Feb 2023
- Fisher InvestmentsNov 2019 to Sep 2021
- Bank of America, N.A.Jun 2017 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Sep 2019
- MML Investors Services, LLCMar 2017 to Jun 2017
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Jun 2017
- Baystate FinancialJul 2015 to Jun 2017
- Metlife Securities, IncJun 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Coppell Advisory Solutions LLC
Legal name: Fusion Investment Advisors LLC
$1.1BAssets managed
8,850Clients
82Advisers
15 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
- 6345449
- Firm CRD
- 156549