Michael D. Conlon

AMERICAN WEALTH PROTECTION FINANCIAL

MANCHESTER, NH 03101

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CRD#: 6869148

Professional summary

Michael David Conlon is a registered financial advisor currently at AMERICAN WEALTH PROTECTION FINANCIAL, LLC located in Manchester, New Hampshire.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Michael has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

AWP LEGAL LLC, Not Investment Related, 1000 Elm Street, Manchester NH 03101, Law Firm, Attorney, Start Date 03/2021, 50% of time spent on this activity, Providing legal services to clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Conlon's 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

December 17, 2021 - Present

AMERICAN WEALTH PROTECTION FINANCIAL, LLC

Office #1: 1000 Elm Street, Suite 800, Manchester, NH 03101

RIA

CRD#: 317233

MANCHESTER, NH

Past

February 11, 2021 - December 10, 2021

MARKOWSKI INVESTMENTS

RIA

CRD#: 141883

Manchester, NH

Past

December 1, 2017 - February 15, 2019

WINTHROP BENTLEY CAPITAL, LLC

RIA

CRD#: 290587

Goffstown, NH

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

New Hampshire
(12/17/2021)

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 65

Date: 9/29/2017

Uniform Investment Adviser Law Examination

Current Firm

AMERICAN WEALTH PROTECTION FINANCIAL, LLC

AMERICAN WEALTH PROTECTION FINANCIAL, LLC | AWP FINANCIAL

CRD#: 317233 / SEC#:

New Hampshire

Registered Investment Advisory firm - (12/6/2021 Approved)

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Contact information

Main Address

1000 Elm Street Suite 800, Manchester, NH 03101

Mailing Address

Phone number

(603) 552-5244

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	262
AUM (Assets Under Management)	$ 59,847,225

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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Michael D. Conlon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Conlon's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN WEALTH PROTECTION FINANCIAL, LLC

MARKOWSKI INVESTMENTS

WINTHROP BENTLEY CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2017

Current Firm

AMERICAN WEALTH PROTECTION FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMERICAN WEALTH PROTECTION FINANCIAL, LLC

TRUST BUT VERIFY

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