Connor A. Weber

WESTPOINT WEALTH MANAGEMENT

Berea, OH 44017

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CRD#: 7675151

Professional summary

Connor Adam Weber, who also goes by Connor Weber, is a registered financial advisor currently at WESTPOINT WEALTH MANAGEMENT, LLC located in Berea, Ohio.

Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Connor has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Connor Weber

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.

WESTPOINT WEALTH MANAGEMENT, LLC; INV REL; INS AGENT; INSURANCE SALES AND SERVICES; BEREA, OH; APPROX 20% OF TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor Adam Weber'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

March 21, 2024 - Present

WESTPOINT WEALTH MANAGEMENT, LLC

Office #1: 66 Front St, Berea, OH 44017

RIA

CRD#: 310883

Berea, OH

Past

May 2, 2023 - August 3, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

AKRON, 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
(3/21/2024)

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: 3/13/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/31/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 5/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 4/11/2023

Securities Industry Essentials Examination

Current Firm

WESTPOINT WEALTH MANAGEMENT, LLC

NOE FINANCIAL SERVICES, INC. | WESTPOINT WEALTH MANAGEMENT, LLC | TRIPHASE: PLANNING, INVESTMENTS & INSURANCE

CRD#: 310883 / SEC#:

Florida

Registered Investment Advisory firm - (7/14/2022 Approved)

Ohio

Registered Investment Advisory firm - (10/14/2020 Approved)

South Carolina

Registered Investment Advisory firm - (4/10/2024 Approved)

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Contact information

Main Address

66 Front St, Berea, OH 44017

Mailing Address

Phone number

(866) 640-7908

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	948
AUM (Assets Under Management)	$ 89,322,684

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

Connor A. Weber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor Adam Weber's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTPOINT WEALTH MANAGEMENT, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/13/2024

Series 63

Date: 5/31/2023

Series 6TO

Date: 5/2/2023

SIE

Date: 4/11/2023

Current Firm

WESTPOINT WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WESTPOINT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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