Conner R. Mcclure

TRUE NORTH FINANCIAL ADVISORS

Hilliard, OH 43026

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CRD#: 7401259

Professional summary

Conner Reed Mcclure, who also goes by Conner Mcclure, is a registered financial advisor currently at TRUE NORTH FINANCIAL ADVISORS, LLC located in Hilliard, Ohio.

Conner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Conner has worked at 2 firms and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Conner Mcclure

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 Conner Reed Mcclure'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

April 4, 2022 - Present

TRUE NORTH FINANCIAL ADVISORS, LLC

Office #1: 3968 Brown Park Dr Ste A, Hilliard, OH 43026

RIA

CRD#: 287463

Hilliard, OH

Past

August 20, 2021 - March 28, 2022

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

DUBLIN, OH

Past

August 4, 2021 - March 28, 2022

MML INVESTORS SERVICES, LLC

CRD#: 10409

DUBLIN, OH

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

Ohio
(4/4/2022)

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

General Industry/Product Exam

Series 7TO

Date: 8/3/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/2/2021

Securities Industry Essentials Examination

Current Firm

TRUE NORTH FINANCIAL ADVISORS, LLC

CRD#: 287463 / SEC#:

Ohio

Registered Investment Advisory firm - (3/20/2017 Approved)

Texas

Registered Investment Advisory firm - (11/21/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3968 Brown Park Dr Ste A, Hilliard, OH 43026

Mailing Address

Phone number

(614) 205-3389

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	129
AUM (Assets Under Management)	$ 40,601,243

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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Firm Stability Insights

Conner R. Mcclure

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Conner Reed Mcclure's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE NORTH FINANCIAL ADVISORS, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 7TO

Date: 8/3/2021

SIE

Date: 6/2/2021

Current Firm

TRUE NORTH FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUE NORTH FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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