Conner R Krantz
Investment adviser representative at Stackstone Wealth, LLC
15 yearsExperience
1 stateRegistered in
$0Firm assets
Under 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Stackstone Wealth, LLCJun 2026 to now
- Ameriprise Financial Services, LLCApr 2024 to Jun 2026
- Hubbard Financial Group - Northwestern MutualOct 2022 to Apr 2024
- Northwestern Mutual Life Insurance CompanyJan 2022 to Oct 2022
- Jacobson Financial ServicesJan 2020 to Nov 2021
- StudentJun 2018 to May 2022
- StudentJan 2011 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
Stackstone Wealth, LLC
$0Assets managed
0Clients
19Advisers
Under 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
- 7219154
- Firm CRD
- 342692