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CW

Connor P. Wilkins

LOFTIN WEALTH PARTNERS
Johns Creek, GA 30097
Some features on this profile are disabled
CRD#: 7986886
CW

Professional summary

Connor Patrick Wilkins is a registered financial advisor currently at LOFTIN WEALTH PARTNERS located in Johns Creek, Georgia.

Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Connor has worked at 1 firm and has passed the Series 65 and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor Patrick Wilkins'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

October 30, 2024 - Present

LOFTIN WEALTH PARTNERS

Office #1: 6470 E Johns Crossing Suite 230, Johns Creek, GA 30097
RIA
CRD#: 305359
Johns Creek, GA

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".
LW
LOFTIN WEALTH PARTNERS
GER LOFTIN WEALTH ADVISORS, LLC | LOFTIN WEALTH PARTNERS

CRD#: 305359 / SEC#: 801-117350

RIA
Registered Investment Advisory firm - (9/17/2019 Approved)

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
Georgia
(10/30/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/9/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/20/2024
Securities Industry Essentials Examination

Current Firm

LW
LOFTIN WEALTH PARTNERS
GER LOFTIN WEALTH ADVISORS, LLC | LOFTIN WEALTH PARTNERS

CRD#: 305359 / SEC#: 801-117350

RIA
Registered Investment Advisory firm - (9/17/2019 Approved)
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Contact information

Main Address
6470 E Johns Crossing Suite 230, Johns Creek, GA 30097
Mailing Address
Phone number
(888) 556-3846
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GER LOFTIN WRAP FEE BROCHURE (3/17/2025)
GER LOFTIN FORM ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts1,033
AUM (Assets Under Management)$ 292,423,448

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

LOFTIN WEALTH PARTNERS

CRD#: 305359Johns Creek, GA 30097

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