Connor Austin Peck
Investment adviser representative at Wilon Wealth Management
5 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$264.1MFirm assets
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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
5 years in the industry.
- Purshe Kaplan SterlingJun 2021 to now
- Wilon Wealth ManagementAug 2020 to now
- Securities America AdvisorsJan 2021 to Jun 2021
- Securities America, Inc.Aug 2020 to Jun 2021
- Partners National Real Estate GroupMar 2019 to Jun 2020
- CaddiemasterNov 2018 to Jun 2020
- Ankeny GlassApr 2017 to Nov 2017
- Backspin Indoor Golf & BarDec 2016 to Apr 2017
- Cp Golf Group, LLCMay 2016 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Wilon Wealth Management
Legal name: Binnacle Investments, Inc.
$264.1MAssets managed
354Clients
5Advisers
5 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
- 7292715
- Firm CRD
- 313185