Connor Patrick Wilkins
Investment adviser representative at Loftin Wealth Partners
11 yearsExperience
1 stateRegistered in
$344.5MFirm assets
7 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
- Seminars and workshops
Experience
11 years in the industry.
- Loftin Wealth PartnersOct 2024 to now
- Ger Loftin Wealth Advisors, LLCJul 2024 to now
- River Club Golf CourseSep 2023 to Jun 2024
- UnemployedMay 2023 to Sep 2023
- University of GeorgiaAug 2019 to May 2023
- University of North GeorgiaAug 2019 to Aug 2020
- North Gwinnett High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
Loftin Wealth Partners
Legal name: Ger Loftin Wealth Advisors, LLC
$344.5MAssets managed
387Clients
6Advisers
7 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
- 7986886
- Firm CRD
- 305359