Conner Robert Haney
Investment adviser representative at 49 Financial
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- 49 FinancialFeb 2024 to now
- 49 Wealth Management d/b/a 49 FinancialJan 2024 to now
- Oakwood Capital Securities, Inc.Jul 2024 to Dec 2024
- Purshe Kaplan Sterling InvestmentsSep 2020 to Jan 2024
- Domino'sApr 2020 to Jun 2020
- Sports Quest, Inc.Oct 2019 to Apr 2020
- Nybro, IfJul 2019 to Oct 2019
- UnemployedMay 2019 to Jul 2019
- Alta Mesa Resources, LPMay 2018 to Aug 2018
- StudentAug 2017 to May 2018
- Domino'sMay 2017 to Aug 2017
- John Brown UniversityAug 2015 to May 2019
- StudentAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
4 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
- 7296073
- Firm CRD
- 319484