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Brianna Conn

Investment adviser representative at Childfree Wealth
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$20.7MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

HourlyFixed or flat fee

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.

  1. Childfree WealthApr 2023 to now
  2. 46 BluJun 2021 to now
  3. Visto's Trailer SalesAug 2020 to Oct 2021
  4. World ClassroomsJun 2020 to Aug 2020
  5. University of North DakotaJun 2019 to Aug 2019
  6. Texas RoadhouseJul 2017 to May 2020
  7. Lutheran Social ServicesJul 2017 to Nov 2017
  8. Choice Health & FitnessFeb 2017 to May 2019
  9. University of North DakotaJan 2017 to May 2017
  10. Aberdeen Parks & RecreationMay 2013 to Aug 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (CO, OH).

Childfree Wealth

Legal name: Childfree Wealth, LLC

$20.7MAssets managed
10Clients
4Advisers
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
7732017
Firm CRD
316489
Advisor's SEC record (opens in a new tab)
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