Brad Connors

Brad Connors Email and Phone Number

Chief Executive Officer @ iWealth
Waseca, MN, US
Brad Connors's Location
Waseca, Minnesota, United States, United States
Brad Connors's Contact Details

Brad Connors work email

Brad Connors personal email

Brad Connors phone numbers

About Brad Connors

Today's economic climate offers unprecedented obstacles and opportunities. At iWealth, our mission is to help clients take advantage of those opportunities by guiding them along using our unique process.iPath“Our unique 8 step process designed and developed by iWealth to help give clarity and confidence to our clients.”8 Step Process• iDiscussion• iLife Planning Guide• iGaps• iSolution • iDiscover • iTrack• iValue • iFirstOur Services • Small Business Planning (Succession, Tax & Estate Planning)• Financial management• Investment planning • Retirement planning • Risk management• Insurance planning • Estate planning• Cash flow analysis • Debt analysisFor help with your financial management, or for more information on iWealth, please contact us;507-835-9111 or www.iWealth4me.comMy Story - My story begins with a car accident at the age of two. I had a collapsed lung and as a result of that accident, I lost my father. There was an insurance settlement that was paid out and it was tied up until I was 18 years old. It was put on interest at a bank and back in the 80’s we had pretty good interest rates; so, the account grew pretty well. At the age of four, my dad Craig adopted me. I was raised by my dad and mom, Craig and Lynn, and I have one brother, Corey that's in the family plumbing business. Click to view full story - https://youtu.be/WwE2KFT-pQc

Brad Connors's Current Company Details
iWealth

Iwealth

View
Chief Executive Officer
Waseca, MN, US
Website:
iwealth4me.com
Employees:
7
Brad Connors Work Experience Details
  • Iwealth
    Chief Executive Officer
    Iwealth
    Waseca, Mn, Us
  • Iwealth
    Owner
    Iwealth Aug 1998 - Present
    "I'm a risk manager, which means I help people manage risk by saving, investing and managing money."
  • Iwealth
    President, Wealth Advisor
    Iwealth Oct 1998 - Present
    iWealth is a financial services firm that specializes in working with business owners and families to manage risk. www.iWealth4me.comWe Integrate The Five Key Areas Of Financial Planning: • Adequate life insurance, disability and long-term care coverage will help protect your assets and reduce risk with unforeseen circumstances.• Cash flow analysis, saving and investing strategies, and asset allocation review are just a part of our process to ensure asset and debt management.• Tax Planning for effective income tax management.• Custom designed retirement plans, strategies and allocation of resources for successful retirement planning and management to plan your life’s financial goals.• Beneficial distribution options for individual’s assets to future generations and/or charities providing true legacy options.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Series 7 held with LPL. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Waseca Rotary Club
    Past President
    Waseca Rotary Club Jul 2017 - Present
    I've been a member of the Waseca Rotary Club since 1999.
  • First National Bank Waseca Mn
    Past Board Of Directors
    First National Bank Waseca Mn Jan 2009 - Nov 2016
    First National Bank of Waseca is a family owned business that is run with integrity and focused on keeping Waseca a great place to live and work.
  • Jobs Plus
    Past Board Member
    Jobs Plus Jan 2008 - Jan 2014
    Helping disabled individuals find employment, and have a purpose.
  • Cns Financial Services
    Agent
    Cns Financial Services Oct 1994 - Oct 1998
    Insurance AgentInvestment Professional

Brad Connors Skills

Retirement Planning Financial Planning Risk Management Investments Wealth Securities Estate Planning Mutual Funds Insurance Wealth Management Asset Management Retirement Investment Advisory Portfolio Management Banking Annuities Asset Allocation Investment Strategies Insurance Planning Financial Advisory Ira's 401k Retirement Income Strategies Pensions Financial Analysis Alternative Investments Wealth Transfer Bonds Succession Planning Asset Reporting And Analysis Public Speaking Fixed Income Investment Products Money Savings Erisa Risk Financial Management Annuity Wealth Accumulation Personal Finance High Net Worth Individuals Wealth Preservation Finra Long Term Care Financial Services Strategic Financial Planning Series 7 Small Business

Brad Connors Education Details

  • Hennepin Technical College
    Hennepin Technical College
  • Normandale Community College
    Normandale Community College
    Generals

Frequently Asked Questions about Brad Connors

What company does Brad Connors work for?

Brad Connors works for Iwealth

What is Brad Connors's role at the current company?

Brad Connors's current role is Chief Executive Officer.

What is Brad Connors's email address?

Brad Connors's email address is br****@****ail.com

What is Brad Connors's direct phone number?

Brad Connors's direct phone number is +150738*****

What schools did Brad Connors attend?

Brad Connors attended Hennepin Technical College, Normandale Community College.

What are some of Brad Connors's interests?

Brad Connors has interest in Family, Hunting, Golf And Sporting Events.

What skills is Brad Connors known for?

Brad Connors has skills like Retirement Planning, Financial Planning, Risk Management, Investments, Wealth, Securities, Estate Planning, Mutual Funds, Insurance, Wealth Management, Asset Management, Retirement.

Who are Brad Connors's colleagues?

Brad Connors's colleagues are Matthew Potter, Johnathon E..

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