Conner R. Krantz

STACKSTONE WEALTH

DUBUQUE, IA 52003

Some features on this profile are disabled

CRD#: 7219154

Professional summary

Conner R Krantz, who also goes by Conner Robert Krantz, Conner Krantz, is a registered financial advisor currently at STACKSTONE WEALTH, LLC located in Dubuque, Iowa.

Conner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Conner has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Conner Robert Krantz | Conner Krantz

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.

INSURANCE AGENT; INVESTMENT-RELATED; DUBUQUE, IA; INSURANCE SALES AND SERVICE; AGENT; 12/21; HOURS AS NEEDED TO SERVICE CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Conner R Krantz'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

June 24, 2026 - Present

STACKSTONE WEALTH, LLC

Office #1: 6601 Boulder Brook Court, Dubuque, IA 52003

RIA

CRD#: 342692

DUBUQUE, IA

Past

March 19, 2025 - July 7, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Dubuque, IA

Past

May 10, 2024 - July 7, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Dubuque, IA

Past

February 27, 2023 - April 16, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Waverly, IA

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

Iowa
(6/24/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 3/14/2025

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 5/5/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 2/7/2025

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Status Unavailable

Passed: 2/25/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 5/2/2022

Securities Industry Essentials Examination

Current Firm

STACKSTONE WEALTH, LLC

STACKSTONE WEALTH, LLC | WEST STATE WEALTH MANAGEMENT GROUP, LLC

CRD#: 342692 / SEC#: 801-136461

RIA

Registered Investment Advisory firm - (6/10/2026 120-Day Approval)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6601 Boulder Brook Court, Dubuque, IA 52003

Mailing Address

Phone number

(563) 552-7000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE - STACKSTONE WEALTH, LLC (6/24/2026)

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.

Similar Advisors

Thomas Ennis

TRUIST ADVISORY SERVICES, INC.

IAR

NASHVILLE, TN

Kyle Klatt

CALTON & ASSOCIATES, INC.

IAR

TAMPA, FL

John Fenwick

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FAIRFIELD, IA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Conner R. Krantz

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Conner R Krantz's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Passed: 3/14/2025

Series 63

Passed: 5/5/2023

Series 7TO

Passed: 2/7/2025

Series 6TO

Passed: 2/25/2023

SIE

Passed: 5/2/2022

Current Firm

STACKSTONE WEALTH, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

STACKSTONE WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors