Conner Hufnagel
Investment adviser representative at Morton Wealth
10 yearsExperience
1 stateRegistered in
$3.5BFirm assets
20 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
- Seminars and workshops
Experience
10 years in the industry.
- Morton WealthJan 2026 to now
- UnemployedJan 2025 to Jan 2026
- AutalyJun 2024 to Jan 2025
- UnemployedDec 2023 to Jun 2024
- Southern New Hampshire UniversityAug 2022 to Dec 2023
- Sunbeam Family ServicesAug 2018 to Aug 2022
- Louies Bar and GrillMay 2017 to May 2018
- Oklahoma Army National GuardJul 2016 to Jul 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Morton Wealth
Legal name: Morton Capital Management, LLC
$3.5BAssets managed
1,279Clients
31Advisers
20 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
- 8267322
- Firm CRD
- 141250