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HC

Harlee R. Conley

INVESTMENTS FOR YOU
MARYSVILLE, OH 43040
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CRD#: 7958810
HC
Harlee R ConleyINVESTMENTS FOR YOU

Professional summary


Harlee R Conley, who also goes by Harlee Conley, is a registered financial professional currently at INVESTMENTS FOR YOU, INC. located in Marysville, Ohio.

Harlee is registered as a RR (Registered Representative) and started their career in finance in 2025. Harlee has worked at 1 firm and has passed the Series 66, Series 6TO and SIE exams.

Aliases


Harlee Conley

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) - BD


Click below to view Harlee R Conley'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®
None

Experience


Current

December 4, 2025 - Present

INVESTMENTS FOR YOU, INC.

Office #1: 1040 N. Maple Street, Marysville, OH 43040
BD
CRD#: 29257
MARYSVILLE, OH

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(4/27/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/23/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 12/4/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


IF
INVESTMENTS FOR YOU, INC.
INVESTMENTS FOR YOU, INC.

CRD#: 29257 / SEC#: , 8-44179

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
1040 N. Maple Street, Marysville, OH 43040
Mailing Address
1040 N. Maple Street, Marysville, OH 43040
Phone number
(937) 644-1661
Established
Ohio since 08/21/1991
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BINGMAN, MAX CURTISPRESIDENT/CHIEF COMPLIANCE OFFICER1079183

Disclosures


Regulatory Event3

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.

Company Information


INVESTMENTS FOR YOU, INC.

CRD#: 29257Marysville, OH 43040

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