BM
Brian D. Mcconnell
DAVIMAN FINANCIAL
Henderson, NV 89052
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CRD#: 7913262
BM
Professional summary
Brian Douglas Mcconnell is a registered financial advisor currently at DAVIMAN FINANCIAL, LLC located in Henderson, Nevada.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Brian has worked at 2 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.
1) Zone Insights LLC; Investment-Related - No; 2505 Anthem Village Dr, Henderson, NV 89052; Software Company, 50% Owner; Start Date 06/2012 2) McConnell Capital LLC; Investment-Related - Yes; Henderson, NV; Real Estate investment company involved with hard money lending, commercial development, and multifamily projects; 75% Owner; Start Date 04/2005 3) Cope With It LLC; Investment-Related - No; Henderson, NV; a holding company which was originally designed to own real estate LLC's. However, Cope With It LLC doesn't currently own anything. 100% Owner. 4) Launch Retirement LLC; Investment-Related; Henderson NV; pass through entity where insurance compensation will be received; 100% Owner; Start Date 01/2024 5) Launch Wealth LLC; Investment-Related; Henderson NV; pass through entity where fees earned from wealth management and financial planning sub-contractor relationship with Daviman Financial, LLC will be received; 100% Owner; Start Date 07/2024 6) Priority 1 Electrical LLC: Not Investment-Related; Henderson NV; general electrical contracting company; 100% owner; Start Date 01/2017
CRS (Client Relationship Summary) - RIA
Click below to view Brian Douglas Mcconnell'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®
NoneExperience
Current
January 21, 2025 - Present
DAVIMAN FINANCIAL, LLC
Office #1: 2831 St. Rose Pkwy Ste 200, Henderson, NV 89052RIA
CRD#: 285030
Henderson, NV
Past
July 23, 2024 - February 4, 2025
SMART WEALTH, LLC
RIA
CRD#: 315496
Henderson, NV
Past
May 20, 2024 - July 29, 2024
DAVIMAN FINANCIAL, LLC
RIA
CRD#: 285030
Henderson, NV
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".
DF
DAVIMAN FINANCIAL, LLC
DAVIMAN FINANCIAL, LLC | LAUNCH RETIREMENT LLC
CRD#: 285030 / SEC#: 801-130177
RIA
Registered Investment Advisory firm - (4/30/2024 Approved)Florida
Registered Investment Advisory firm - (5/1/2024 Terminated)Indiana
Registered Investment Advisory firm - (5/1/2024 Terminated)Texas
Registered Investment Advisory firm - (11/3/2020 Terminated)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
Indiana(1/21/2025)
IAR
Nevada(1/21/2025)
Current Firm
DF
DAVIMAN FINANCIAL, LLC
DAVIMAN FINANCIAL, LLC | LAUNCH RETIREMENT LLC
CRD#: 285030 / SEC#: 801-130177
RIA
Registered Investment Advisory firm - (4/30/2024 Approved)Florida
Registered Investment Advisory firm - (5/1/2024 Terminated)Indiana
Registered Investment Advisory firm - (5/1/2024 Terminated)Texas
Registered Investment Advisory firm - (11/3/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Noblesville, IN
Mailing Address
11650 Olio Rd. Suite 1000-286, Fishers, IN 46037
Phone number
(317) 207-0175
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 581 |
| AUM (Assets Under Management) | $ 152,803,900 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
