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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Conscious Capital, Inc. 1 year, 4 months May 2016 - Present
Conscious Capital, Inc. 1 year, 4 months May 2016 - Present
Robert W. Baird & Co. 1 year, 9 months Jul 2014 - Apr 2016
Robert W. Baird & Co. 3 months Mar 2014 - Jun 2014
Mote Wealth Management, LLC 1 year, 4 months Nov 2012 - Mar 2014
Regentatlantic Capital, LLC 4 months Jun 2012 - Oct 2012
Birch Investments, LLC 4 years, 8 months May 2011 - Jan 2016
Gelid, LLC 3 years, 1 month May 2009 - Jun 2012
Iowa State 3 years, 10 months Aug 2008 - Jun 2012
Klein Tools 2 months Jun 2008 - Aug 2008
Prairie High School 3 years, 9 months Sep 2004 - Jun 2008

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 1, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 1, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Conscious Capital, Inc.

Last updated on March 14, 2017
    • $1.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 11
      Accounts
    • $96.3K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements