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FC

Francis I. Condon

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CRD#: 1154459
FC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Francis Irwin Condon, who also goes by Francis I Condon, Frank Condon, was a registered financial professional .

Francis is a previously registered financial professional and started their career in finance in 1983. Francis had worked at 9 firms and has passed the Series 65, Series 63, Series 2 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Francis I Condon | Frank Condon

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 24, 2009 - August 1, 2012

ADVANTAGE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 146236
RIVER WOODS, IL
Past

June 4, 2009 - October 26, 2012

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
RIVERWOODS, IL
Past

May 20, 2009 - October 26, 2012

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
RIVERWOODS, IL
Past

May 20, 2008 - March 9, 2009

NATIONAL PENSION & GROUP CONSULTANTS, INC

RIA
CRD#: 613
KANSAS CITY, MO
Past

February 22, 2008 - May 5, 2008

RETIREMENT INCOME ADVISORS, LLC

RIA
CRD#: 136420
ST. PETERS, MO
Past

June 19, 2001 - March 27, 2002

BRECEK & YOUNG ADVISORS, INC.

BD
CRD#: 40395
FOLSOM, CA
Past

June 24, 1997 - March 9, 2009

NATIONAL PENSION & GROUP CONSULTANTS, INC

BD
CRD#: 613
KANSAS CITY, MO
Past

February 18, 1994 - December 31, 1996

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

October 15, 1993 - January 24, 1994

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

April 13, 1992 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT
Past

June 8, 1984 - October 10, 1985

AETNA FINANCIAL SERVICES, INC.

BD
CRD#: 13255
Past

June 19, 1983 - August 17, 1990

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/30/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 6/23/1972
Non-Member General Securities Examination
Principal/Supervisory Exam

Current Firm


AI
ADVANTAGE INVESTMENT MANAGEMENT, LLC
ADVANTAGE FINANCIAL GROUP | WEALTH STRATEGIES GROUP INC | TL FINANCIAL GROUP | TACKMAN CAPITAL MANAGEMENT | STUCKEY & ASSOCIATES | STRATEGIC CAPITAL ADVISERS LLC | SOUDERS FINANCIAL GROUP | SENTRY WEALTH ADVOCATES | SCHMOCKER FINANCIAL SERVICES | SCH FINANCIAL GROUP, LLC | PERSONAL PLANNING LLC | NET WORTH ADVISORS | KEYSTONE RETIREMENT RESOURCES INC | JONES INVESTMENTS | HUMAN FINANCIAL | HT BOLEN & ASSOCIATES | EDSB INVESTMENT CENTER | DETRAY INVESTMENT GROUP | CROSSROADS FINANCIAL | CORNERSTONE FINANCIAL GROUP | CORNERSTONE FINANCIAL | BYNUM FINANCIAL GROUP | ARETI FINANCIAL INC. | ANDERSON INVESTMENT CONSULTING | AMDG FINANCIAL ADVISING & SUCCESSION PLANNING | ADVANTAGE INVESTMENT MANAGEMENT, LLC | ADVANTAGE FINANCIAL SERVICES GROUP

CRD#: 146236 / SEC#: 801-69551

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Contact information


Main Address
222 3rd Ave Se Suite 269, Cedar Rapids, IA 52401
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ADVANTAGE INVESTMENT MANAGEMENT, LLC

CRD#: 146236

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