Mitchell Francis Conley
Investment adviser representative at Zacks Investment Management, Inc.
13 yearsExperience
1 stateRegistered in
$14.6BFirm assets
34 yearsFirm in business
Are you Mitchell Francis Conley? 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Lbmz Securities, Inc.Feb 2020 to now
- Zacks Investment Management, Inc.Jul 2018 to now
- The Kenrich GroupJun 2017 to May 2018
- Loyola University ChicagoAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Zacks Investment Management, Inc.
$14.6BAssets managed
3,741Clients
83Advisers
34 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
- 6641356
- Firm CRD
- 110897