Advisor at Truenorth Wealth & Impact, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Truenorth Wealth & Impact, LLC
Location
Joplin, MO 64804
Credentials
Series 65
Industry experience
1 year
Connor Williamson is a financial advisor at Truenorth Wealth & Impact, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Dankpack, Bryanston Country Club, Missouri Southern State University, Bastion Advisory, and St Stithians College. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm employs a customized, risk-adjusted, tax-aware investment approach using a combination of active and passive strategies across various asset classes and integrates third-party manager programs into its portfolio management.
Based on Truenorth Wealth & Impact, LLC
Based on Truenorth Wealth & Impact, LLC
Financial planning fees billed at fixed rates; no minimum fee stated.
$0+: Up to 1.5% annually (maximum advisory fee for investment and portfolio management services) $0+: Up to 1.35% annually for Personalized Unified Managed Account Program through Wells Fargo Advisors $0+: Up to 1.25% annually for Fundsource Mutual Fund Advisory Program through Wells Fargo Advisors
Hourly fees for financial planning and consulting generally up to $500 per hour.
Account minimum: $1,000,000 Fee-only: Financial planning and consulting fees billed at fixed or hourly rates; hourly fees up to $500/hour; generally not to exceed $25,000 annually; no minimum fee required.
4037 Gateway Drive
Joplin, MO 64804
Missouri · Texas
Truenorth Wealth & Impact
2024 - Present (2 years)
Dankpack
2022 - 2023 (1 year)
Bryanston Country Club
2021 - 2022 (1 year)
Missouri Southern State University
2021 - 2024 (3 years)
Bastion Advisory
2020 - 2023 (3 years)
St Stithians College
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CPA, PFS™
Carthage, MO
Foundations Financial Planning, LLC
I am a Certified Public Accountant and Certified Financial Planner who specializes in stock option compensation planning, tax planning, and wealth management. I work primarily with self employed individuals and executives receiving equity compensation from public companies. I started Foundations Financial Planning, LLC to utilize my tax and financial planning experience to provide comprehensive services for my clients. After graduating with a Master's degree in Accounting from the University of Missouri, I obtained my CPA license and worked for PricewaterhouseCoopers. In 2014, I began my own tax practice while working full time in the finance industry. Working with personal taxes made me realize the importance of comprehensive financial planning. Too many people miss out on potential savings because of a lack of planning. In 2016, I obtained my Personal Financial Specialist (PFS) license in order to become an investment advisor to assist people with comprehensive financial planning. In 2019, I officially became a CFP® which helps me provide the best service to my clients. Whatever your situation is, I am here to help!
CFP®, Series 63, Series 66
Joplin, MO
Truenorth Wealth & Impact, LLC
CFP®, CFA®, Series 63, Series 65
Joplin, MO
Truenorth Wealth & Impact, LLC
Series 65
Joplin, MO
PlanVision, LLC
Series 66
Webb City, MO
OFG Financial Services, Inc.
Series 66
Joplin, MO
Cornerstone Wealth Management, LLC
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