Connor Dylan Williamson
Investment adviser representative at Truenorth Wealth & Impact, LLC
13 yearsExperience
2 statesRegistered in
$456.2MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Truenorth Wealth & Impact, LLCJul 2024 to now
- DankpackMay 2022 to Jan 2023
- Bryanston Country ClubMay 2021 to Aug 2022
- Missouri Southern State UniversityJan 2021 to Apr 2024
- Bastion AdvisoryFeb 2020 to Dec 2023
- St Stithians CollegeJan 2013 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Truenorth Wealth & Impact, LLC
$456.2MAssets managed
401Clients
3Advisers
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
- 7984680
- Firm CRD
- 321238