Levi Christopher Conner
Investment adviser representative at Guidestream Financial, Inc.
8 yearsExperience
1 stateRegistered in
ChFC®Designation
$263.5MFirm 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
8 years in the industry.
- Guidestream Financial, Inc.Dec 2025 to now
- Spring Arbor UniversitySep 2024 to now
- Guidestream FinanicalJun 2024 to now
- Charles SchwabJun 2024 to Jul 2024
- Guidestream FinancialJan 2024 to May 2024
- Spring Arbor UniversityAug 2020 to May 2024
- Portage Central High SchoolAug 2016 to Jul 2020
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Guidestream Financial, Inc.
$263.5MAssets managed
882Clients
5Advisers
17 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
- 7740532
- Firm CRD
- 150890