Connor Terry Nordgren
Investment adviser representative at Commonwealth Financial Network
13 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Commonwealth Financial NetworkAug 2024 to now
- Sterling Financial GroupAug 2024 to now
- Fidelity InvestmentsMay 2023 to Jul 2024
- AmazonSep 2022 to Dec 2022
- Grit Marketing/ Aptive EnvironmentalMay 2022 to Aug 2022
- Utah Valley UniversityAug 2021 to Apr 2023
- Grit MarketingMay 2021 to Aug 2021
- Western Timber FrameFeb 2021 to May 2021
- AmazonSep 2020 to Nov 2020
- GreenixMay 2020 to Aug 2020
- CaliberApr 2020 to May 2020
- Gather SignaturesSep 2019 to Oct 2019
- Brigham Young UniversityAug 2019 to Jul 2021
- UnemployedAug 2017 to Aug 2019
- Olympus High SchoolJan 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 7751340
- Firm CRD
- 8032