Kelly Leann Conner haslbeck
Investment adviser representative at Clarion Wealth Management Partners
10 yearsExperience
1 stateRegistered in
$394.8MFirm 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Clarion Wealth Management PartnersNov 2015 to now
- Eversource Wealth AdvisorsMar 2024 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
Clarion Wealth Management Partners
Legal name: Clarion Wealth Management Partners, LLC
$394.8MAssets managed
420Clients
4Advisers
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
- 6483021
- Firm CRD
- 334243