Conor A. Jonasson

CRUSONIA WEALTH ADVISORS LLC

Wauwatosa, WI

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CRD#: 7304943

Professional summary

Conor Avery Jonasson, CFP® is a registered financial advisor currently at CRUSONIA WEALTH ADVISORS LLC located in Wauwatosa, Wisconsin.

Conor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Conor has worked at 4 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.

DBA: JONASSON RETIREMENT SOLUTIONS, LLC. INVESTMENT RELATED. 11918 W DEARBOURN AVE WAUWATOSA, WI 53226. DBA FOR ADVISORY BUSINESS. SENIOR WEALTH ADVISOR. 04/28/2025. APPROX.160 HRS PER MONTH. APPROX. 40 HRS PER WEEK. DURING SECURITIES TRADING HOURS. INVESTMENT ADVISORY ACTIVITES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Conor Avery Jonasson'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: 2022

Experience

Current

April 28, 2025 - Present

CRUSONIA WEALTH ADVISORS LLC

RIA

CRD#: 330057

Wauwatosa, WI

Past

February 6, 2024 - April 25, 2025

SAFEGUARD WEALTH MANAGEMENT

RIA

CRD#: 306953

Wauwatasa, WI

Past

August 23, 2022 - January 19, 2024

THRIVENT ADVISOR NETWORK, LLC

RIA

CRD#: 304569

New Berlin, WI

Past

November 11, 2020 - August 2, 2022

INTERACTIVE FINANCIAL ADVISORS

RIA

CRD#: 125117

Chicago, 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".

CRUSONIA WEALTH ADVISORS LLC

ADVISORFIND | JONASSON RETIREMENT SOLUTIONS LLC | CRUSONIA WEALTH ADVISORS LLC

CRD#: 330057 / SEC#: 801-129632

RIA

Registered Investment Advisory firm - (3/4/2024 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

Pennsylvania
(4/28/2025)

IAR

Wisconsin
(4/28/2025)

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 65

Date: 11/11/2020

Uniform Investment Adviser Law Examination

Current Firm

CRUSONIA WEALTH ADVISORS LLC

ADVISORFIND | JONASSON RETIREMENT SOLUTIONS LLC | CRUSONIA WEALTH ADVISORS LLC

CRD#: 330057 / SEC#: 801-129632

RIA

Registered Investment Advisory firm - (3/4/2024 Approved)

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Contact information

Main Address

3773 Cherry Creek Drive N Suite 1025, Denver, CO 80209

Mailing Address

Phone number

(303) 810-6366

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

FORM ADV PART 2A - FIRM BROCHURE (8/4/2025)

Regulatory assets under management

Total Number of Accounts	230
AUM (Assets Under Management)	$ 161,347,493

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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Conor A. Jonasson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Conor Avery Jonasson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRUSONIA WEALTH ADVISORS LLC

SAFEGUARD WEALTH MANAGEMENT

THRIVENT ADVISOR NETWORK, LLC

INTERACTIVE FINANCIAL ADVISORS

Primary Firm SEC Registration

CRUSONIA WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/2020

Current Firm

CRUSONIA WEALTH ADVISORS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRUSONIA WEALTH ADVISORS LLC

TRUST BUT VERIFY

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