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portrait of Conner D Crawford
FINANCIAL ADVISOR

Conner D Crawford

CFP®
12434 W National Ave, New Berlin, WI 53151opens in a new window
CallSend Me a Message

About Conner

Are you worried about retirement? Don't Be! As an Edward Jones financial advisor, I am committed to helping my clients grow and protect their wealth. With years of experience in the finance industry, I'm dedicated to developing personalized strategies to generate tax-efficient income and helping to ensure that your hard-earned assets work for you. I hold my General Securities Representative (Series 7) license, Uniform Combined State Law Examination (Series 66) license, life insurance, annuity and long-term care. I've also attained the CERTIFIED FINANCIAL PLANNER® certification, which increased my comprehension in financial management, tax-sensitive investment strategies, retirement savings, insurance planning, education...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Employee Stock Options

Work History

  • Edward JonesMay 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Wisconsin,WhitewaterBachelors

Personal Interests

  • Personal Fitness
  • Sports Enthusiast
  • Traveling
  • Spending Time with Family
  • Golfing

Team Members

  • Evelyn Torrez
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(262) 786-9897

Fax

(866) 444-1924

Office Address

12434 W National Ave
New Berlin, WI 53151opens in a new window

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