Connor Ray edward Tomlinson
Investment adviser representative at Guided Capital Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$249.2MFirm assets
2 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Guided Capital Wealth Management, LLCAug 2024 to now
- InvescoJun 2018 to Aug 2024
- Oklahoma State UniversityJan 2018 to Jun 2018
- One Way ValetDec 2017 to Jan 2018
- Oklahoma State UniversityAug 2017 to Dec 2017
- One Way ValetMay 2017 to Aug 2017
- Oklahoma State UniversityJan 2017 to May 2017
- One Way ValetDec 2016 to Jan 2017
- Oklahoma State Univeristy Intramural RefreeSep 2016 to Dec 2016
- Oklahoma State UniversityAug 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Guided Capital Wealth Management, LLC
$249.2MAssets managed
162Clients
4Advisers
2 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
- 6974659
- Firm CRD
- 310056