Connie M. Eshelman

ASSUREDPARTNERS INVESTMENT ADVISORS

Eagle, ID 83616

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CRD#: 1678137

Professional summary

Connie Marie Eshelman, who also goes by Connie Marie Collins, Connie Eshelman, is a registered financial advisor currently at ASSUREDPARTNERS INVESTMENT ADVISORS located in Eagle, Idaho and PRIVATE CLIENT SERVICES, LLC located in Eagle, Idaho.

Connie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Connie has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Connie Marie Collins | Connie Eshelman

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.

1) FSM Wealth. 971 E Winding Creek Dr, Eagle, ID 83616. Financial Services. Advisor. 2) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connie Marie Eshelman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

July 31, 2024 - Present

ASSUREDPARTNERS INVESTMENT ADVISORS

Office #1: 971 E. Winding Creek Dr., Eagle, ID 83616

RIA

CRD#: 309550

Eagle, ID

Current

July 31, 2024 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 971 E. Winding Creek Drive, Eagle, ID 83616

RIA

CRD#: 120222

Eagle, ID

Past

September 1, 2017 - August 2, 2024

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Nashville, IL

Past

September 1, 2017 - August 2, 2024

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

NASHVILLE, IL

Past

July 24, 2012 - September 18, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

MERIDIAN, ID

Past

May 29, 2012 - September 18, 2017

LPL FINANCIAL LLC

CRD#: 6413

MERIDIAN, ID

Past

March 14, 2006 - June 1, 2012

EDWARD JONES

CRD#: 250

MERIDIAN, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Idaho
(7/31/2024)

IAR

Idaho
(7/31/2024)

Oregon
(10/11/2024)

Pennsylvania
(1/2/2025)

Tennessee
(1/2/2025)

IAR

Texas
(7/31/2024)

Washington
(10/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/20/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/2/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/13/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

CRD#: 309550 / SEC#: 801-117771

RIA

Registered Investment Advisory firm - (12/10/2019 Approved)

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Contact information

Main Address

4600 W. Cypress Street Suite 405, Tampa, FL 33607

Mailing Address

Phone number

(407) 708-0050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASSUREDPARTNERS INVESTMENT ADVISORS ADV PART 2A SEPT 2, 2025 (9/2/2025)

Regulatory assets under management

Total Number of Accounts	3,759
AUM (Assets Under Management)	$ 3,251,947,155

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.

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Advisor Monitoring

Firm Stability Insights

Connie M. Eshelman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connie Marie Eshelman's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

Primary Firm SEC Registration

ASSUREDPARTNERS INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/20/2012

Series 63

Date: 6/2/2006

SIE

Date: 10/1/2018

Series 7

Date: 3/13/2006

FINRA

Current Firm

ASSUREDPARTNERS INVESTMENT ADVISORS

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSUREDPARTNERS INVESTMENT ADVISORS

TRUST BUT VERIFY

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