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Brian Connelly, Cfp® Email & Phone Number

Advisor and Partner at Diversified Wealth Management at Diversified Wealth Management
Location: Burnsville, Minnesota, United States 5 work roles 1 school
1 work email found @focusfinancial.com 4 phones found area 612, 517, and 973 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email b****@focusfinancial.com
Direct phone (612) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Diversified Wealth Management
Role
Advisor and Partner at Diversified Wealth Management
Location
Burnsville, Minnesota, United States
Company size
27 employees

Who is Brian Connelly, Cfp®? Overview

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Quick answer

Brian Connelly, Cfp® is listed as Advisor and Partner at Diversified Wealth Management at Diversified Wealth Management, a with 27 employees, based in Burnsville, Minnesota, United States. AeroLeads shows a work email signal at focusfinancial.com, phone signal with area code 612, 517, 973, and a matched LinkedIn profile for Brian Connelly, Cfp®.

Brian Connelly, Cfp® previously worked as Advisor and Partner at Diversified Wealth Management and Financial Advisor at Focus Financial at Focus Financial Network, Inc.. Brian Connelly, Cfp® holds B.A., Financial Management from University Of St. Thomas.

Company email context

Email format at Diversified Wealth Management

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*@focusfinancial.com
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AeroLeads found 1 current-domain work email signal for Brian Connelly, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Brian Connelly, Cfp®

As an advisor and partner at Diversified Wealth Management, I am committed to helping clients pursue their financial goals. I help people define the things that matter most in their lives, and my success is based on how well my clients can align their life priorities with their use of money.I grew up as one of 5 children in Hastings, Minnesota as the child of two teachers. I attended college at the University of St. Thomas in St. Paul, and shortly after graduating in 2001 I entered the Financial Services industry. I am grateful to my parents for instilling in me a love of learning and a gift to be able to educate others, especially in the areas of financial planning and investing. In my spare time, I enjoy coaching basketball, football and golf for my sons, Colin, Carter and Jonathan. I live with my wife Bethany and our boys in Chanhassen, MN. Specialties: Comprehensive Personal Financial Planning | Portfolio Analysis & Asset Allocation | Investment Management | Tax Planning | Estate Planning | Life & Long-Term Care Insurance | AnnuitiesAt Diversified Wealth Management, we would love to meet with you to hear about the things that matter most in your life. 2422 East 117th St Burnsville, MN 55337(952) 400-6151 main Visit our team website for important disclosures at: www.diversifiedwealthmanagement.com.

Listed skills include Investments, Financial Services, Strategic Financial Planning, Securities, and 7 others.

Current workplace

Brian Connelly, Cfp®'s current company

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Diversified Wealth Management
Diversified Wealth Management
Advisor and Partner at Diversified Wealth Management
minnesota, united states
Website
diversifiedwealthmanagement.com
Employees
27
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Company profile
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5 roles

Brian Connelly, Cfp® work experience

A career timeline built from the work history available for this profile.

Regional Vice President

Jackson National Life Distributors Llc

Central Region Wholesaler of the Year 2015, 2016, 2017. Also received Leadership Award and was elected to Leader's Council. Over $2 Billion in career sales.

Jan 2006 - Mar 2022

Internal Wholesaler

Jackson National Life Distributors Llc

Supported the growth of two regions at Jackson: DC/Maryland and North/South Carolina for Jackson's Independent Advisor Channel.

Jan 2003 - Dec 2005

Financial Analyst

Honeywell

Developed Annual Operating Plans and provided cost analysis for Selling Budgets of Control Products

Jun 2001 - Dec 2002
Team & coworkers

Colleagues at Diversified Wealth Management

Other employees you can reach at diversifiedwealthmanagement.com. View company contacts for 27 employees →

JM Janice Maxwell Janice Maxwell Colleague at Diversified Wealth ManagementAtlanta, Georgia, United States View → ZS Zoe Streckfuss Zoe Streckfuss Colleague at Diversified Wealth ManagementMinneapolis, Minnesota, United States View → J" Jonathan Jonathan "Jr" Rice, Ricp, Crpc, National Social Security Advisor Colleague at Diversified Wealth ManagementGreater Minneapolis-St. Paul Area, United States View → DS Dominick Spagiare Dominick Spagiare Colleague at Diversified Wealth ManagementNew York City Metropolitan Area, United States View → LG Lauren Gilbertson Lauren Gilbertson Colleague at Diversified Wealth ManagementChaska, Minnesota, United States View → AN Abbey Neptune, Qkc, Qka Abbey Neptune, Qkc, Qka Colleague at Diversified Wealth ManagementBrainerd, Minnesota, United States View → KL Ken Loehlein Ken Loehlein Colleague at Diversified Wealth ManagementMinneapolis, Minnesota, United States View → DR Derek Ready, Crpc®, Apma®, Aif® Derek Ready, Crpc®, Apma®, Aif® Colleague at Diversified Wealth ManagementOsseo, Minnesota, United States View → KD Kenny Divelbiss, Cfp®, Msfs, Chfc®, Cka® Kenny Divelbiss, Cfp®, Msfs, Chfc®, Cka® Colleague at Diversified Wealth ManagementNorman, Oklahoma, United States View → NL Nicholas Loehlein Nicholas Loehlein Colleague at Diversified Wealth ManagementSt Cloud, Minnesota, United States View →
1 education record

Brian Connelly, Cfp® education

FAQ

Frequently asked questions about Brian Connelly, Cfp®

Quick answers generated from the profile data available on this page.

What company does Brian Connelly, Cfp® work for?

Brian Connelly, Cfp® works for Diversified Wealth Management.

What is Brian Connelly, Cfp®'s role at Diversified Wealth Management?

Brian Connelly, Cfp® is listed as Advisor and Partner at Diversified Wealth Management at Diversified Wealth Management.

What is Brian Connelly, Cfp®'s email address?

AeroLeads has found 1 work email signal at @focusfinancial.com for Brian Connelly, Cfp® at Diversified Wealth Management.

What is Brian Connelly, Cfp®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 612, 517, 973 for Brian Connelly, Cfp® at Diversified Wealth Management.

Where is Brian Connelly, Cfp® based?

Brian Connelly, Cfp® is based in Burnsville, Minnesota, United States while working with Diversified Wealth Management.

What companies has Brian Connelly, Cfp® worked for?

Brian Connelly, Cfp® has worked for Diversified Wealth Management, Focus Financial Network, Inc., Jackson National Life Distributors Llc, and Honeywell.

Who are Brian Connelly, Cfp®'s colleagues at Diversified Wealth Management?

Brian Connelly, Cfp®'s colleagues at Diversified Wealth Management include Janice Maxwell, Zoe Streckfuss, Jonathan "Jr" Rice, Ricp, Crpc, National Social Security Advisor, Dominick Spagiare, and Lauren Gilbertson.

How can I contact Brian Connelly, Cfp®?

You can use AeroLeads to view verified contact signals for Brian Connelly, Cfp® at Diversified Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Brian Connelly, Cfp® attend?

Brian Connelly, Cfp® holds B.A., Financial Management from University Of St. Thomas.

What skills is Brian Connelly, Cfp® known for?

Brian Connelly, Cfp® is listed with skills including Investments, Financial Services, Strategic Financial Planning, Securities, Selling, Asset Managment, Financial Analysis, and Competitive Analysis.

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