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Connor Brooks Anderson

Connor B. Anderson

ASPYRE WEALTH PARTNERS
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 6395122
Connor Brooks Anderson

Professional summary

Connor Brooks Anderson, CFP®, who also goes by Connor Anderson, Connor B Anderson, Connor Brooks Anderson, is a registered financial advisor currently at ASPYRE WEALTH PARTNERS located in Overland Park, Kansas.

Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Connor has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Connor Anderson | Connor B Anderson | Connor Brooks Anderson

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) - RIA

Click below to view Connor Brooks Anderson'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®
CFP®

Certified Financial Planner

Start date: 2023

Experience

Current

January 12, 2026 - Present

ASPYRE WEALTH PARTNERS

Office #1: 10000 College Blvd., Suite 260, Overland Park, KS 66210
RIA
CRD#: 107212
Overland Park, KS
Past

September 15, 2020 - December 24, 2025

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Kansas City, MO
Past

September 15, 2020 - December 24, 2025

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Kansas City, MO
Past

August 19, 2016 - July 31, 2020

EDWARD JONES

RIA
CRD#: 250
PARKVILLE, MO
Past

August 19, 2016 - July 31, 2020

EDWARD JONES

BD
CRD#: 250
PARKVILLE, MO
Past

May 12, 2015 - May 6, 2016

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
STREATOR, IL
Past

March 10, 2015 - May 6, 2016

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
STREATOR, IL

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".
ASPYRE WEALTH PARTNERS
ASPYRE WEALTH PARTNERS
ASPYRE WEALTH PARTNERS | KOESTEN HIRSCHMANN & CRABTREE, INC. | KHC WEALTH MANAGEMENT SERVICES | KHC WEALTH MANAGEMENT | KHC EXECUTIVE COACHING

CRD#: 107212 / SEC#: 801-57971

RIA
Registered Investment Advisory firm - (9/26/2000 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.

Highlighted states indicate IAR registrations

IAR
Kansas
(1/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/12/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/10/2015
General Securities Representative Examination

Current Firm

ASPYRE WEALTH PARTNERS
ASPYRE WEALTH PARTNERS
ASPYRE WEALTH PARTNERS | KOESTEN HIRSCHMANN & CRABTREE, INC. | KHC WEALTH MANAGEMENT SERVICES | KHC WEALTH MANAGEMENT | KHC EXECUTIVE COACHING

CRD#: 107212 / SEC#: 801-57971

RIA
Registered Investment Advisory firm - (9/26/2000 Approved)
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Contact information

Main Address
10000 College Blvd., Suite 260, Overland Park, KS 66210
Mailing Address
Phone number
(913) 345-1881
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 022026 (2/20/2026)

Regulatory assets under management

Total Number of Accounts1,559
AUM (Assets Under Management)$ 668,342,145

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
01/24/2025
Cover Page
Report
04/22/2024
Cover Page
Report

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

ASPYRE WEALTH PARTNERS

ASPYRE WEALTH PARTNERS

CRD#: 107212Overland Park, KS 66210

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