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CF

Connie M. Faehnrich

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CRD#: 1187357
CF

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.

Connie Mae Faehnrich, who also goes by Connie Mae Lemke, Connie M Schultz, Connie Mae Schultz, was a registered financial professional .

Connie is a previously registered financial professional and started their career in finance in 1991. Connie had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Connie Mae Lemke | Connie M Schultz | Connie Mae Schultz

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

November 21, 2013 - August 22, 2018

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
PRESCOTT, AZ
Past

September 3, 2013 - August 22, 2018

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
PRESCOTT, AZ
Past

September 1, 2006 - July 1, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SCOTTSDALE, AZ
Past

September 1, 2006 - July 1, 2013

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SCOTTSDALE, AZ
Past

September 9, 2004 - November 8, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SCOTTSDALE , AZ
Past

September 9, 2004 - November 8, 2005

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

January 15, 2004 - August 30, 2004

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
SCOTTSDALE, AZ
Past

January 2, 2004 - August 30, 2004

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
BOCA RATON, FL
Past

January 12, 2000 - January 13, 2004

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
SCOTTSDALE, AZ
Past

May 29, 1998 - January 13, 2004

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

January 3, 1997 - June 8, 1998

MJK CLEARING, INC.

BD
CRD#: 8678
MINNEAPOLIS, MN
Past

January 18, 1991 - January 3, 1997

JM DISSOLUTION, INC.

BD
CRD#: 6980
ST. PAUL, MN

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: 5/20/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SF
SUMMIT FINANCIAL GROUP INC
SUMMIT FINANCIAL GROUP INC

CRD#: 109485 / SEC#: 801-56645

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Contact information


Main Address
595 S. Federal Highway Suite 500, Boca Raton, FL 33432-5541
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL GROUP WRAP FEE PROGRAM BROCHURE (3/30/2021)

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


SUMMIT FINANCIAL GROUP INC

CRD#: 109485

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