Kelly L. Conner Haslbeck

CLARION WEALTH MANAGEMENT PARTNERS

FAIRFAX, VA 22033

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CRD#: 6483021

Professional summary

Kelly Leann Conner Haslbeck, who also goes by Kelly Leann Conner, is a registered financial advisor currently at CLARION WEALTH MANAGEMENT PARTNERS located in Fairfax, Virginia.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kelly has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly Leann Conner

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 Kelly Leann Conner Haslbeck'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

March 31, 2025 - Present

CLARION WEALTH MANAGEMENT PARTNERS

Office #1: 12500 Fair Lakes Circle Suite 250, Fairfax, VA 22033

RIA

CRD#: 334243

FAIRFAX, VA

Past

March 8, 2024 - March 31, 2025

EVERSOURCE WEALTH ADVISORS, LLC

RIA

CRD#: 286340

Fairfax, VA

Past

April 18, 2018 - March 11, 2024

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

FAIRFAX, VA

Past

April 5, 2018 - March 11, 2024

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

FAIRFAX, VA

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".

CLARION WEALTH MANAGEMENT PARTNERS

CLARION WEALTH MANAGEMENT PARTNERS | CLARION WEALTH MANAGEMENT PARTNERS, LLC

CRD#: 334243 / SEC#: 801-131858

RIA

Registered Investment Advisory firm - (1/17/2025 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

Virginia
(3/31/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/20/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/5/2018

General Securities Representative Examination

Current Firm

CLARION WEALTH MANAGEMENT PARTNERS

CLARION WEALTH MANAGEMENT PARTNERS | CLARION WEALTH MANAGEMENT PARTNERS, LLC

CRD#: 334243 / SEC#: 801-131858

RIA

Registered Investment Advisory firm - (1/17/2025 Approved)

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Contact information

Main Address

12500 Fair Lakes Circle Suite 250, Fairfax, VA 22033

Mailing Address

Phone number

(703) 631-4800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A MAY 2025 (5/16/2025)

ADV WRAP BROCHURE 2025 (5/16/2025)

Regulatory assets under management

Total Number of Accounts	1,187
AUM (Assets Under Management)	$ 312,446,459

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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Kelly L. Conner Haslbeck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Leann Conner Haslbeck's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARION WEALTH MANAGEMENT PARTNERS

EVERSOURCE WEALTH ADVISORS, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

Primary Firm SEC Registration

CLARION WEALTH MANAGEMENT PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/20/2018

SIE

Date: 10/1/2018

Series 7

Date: 4/5/2018

Current Firm

CLARION WEALTH MANAGEMENT PARTNERS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLARION WEALTH MANAGEMENT PARTNERS

TRUST BUT VERIFY

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