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Conner Ryan Ruffin

Investment adviser representative at Team Financial Strategies
10 yearsExperience
1 stateRegistered in
$262MFirm assets
13 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 assetsFixed 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

10 years in the industry.

  1. Team Financial StrategiesJan 2024 to now
  2. Pioneer Drive Baptist ChurchDec 2021 to Dec 2023
  3. Domino's PizzaMay 2020 to Dec 2021
  4. UnemployedMar 2016 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (TX).

Team Financial Strategies

Legal name: J. Team Financial, Inc.

$262MAssets managed
292Clients
9Advisers
13 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
8231836
Firm CRD
134104
Advisor's SEC record (opens in a new tab)
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