Conner Patrick Chamberlain
Professional Summary
Conner Patrick Chamberlain, who also goes by Conner Chamberlain, is a registered financial advisor currently at TRIPLETREE, LLC located in Minneapolis, Minnesota. Conner is registered as a RR (Registered Representative) and started their career in finance in 2022. Conner has worked at 3 firms and has passed the Series 63, Series 65, Series 79TO, Series 87, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Conner Chamberlain
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Contact Information
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Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
CHERRY TREE & CO., LLC | TRIPLETREE, LLC
Contact Information
Main Address
8200 Normandale Lake Blvd 7th Floor, Bloomington, MN 55437Mailing Address
8200 Normandale Lake Blvd 7th Floor, Bloomington, MN 55437Phone Number
(952) 223-8400Established
Minnesota since 01/13/1997Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(6/21/2024)
(6/21/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jun 2024About the Series 79TO examSeries 87 — Research Analyst Exam - Part II Regulations Module
Passed Sep 2023About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Conner Patrick Chamberlain's CRS (Customer Relationship Summary).
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