Advisor at Connolly Financial Group
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Firm
Connolly Financial Group
Location
Grand Junction, CO 81506
Credentials
CFP®, Series 63
Industry experience
27 years
John Connolly is a CFP® with 27 years of industry experience, currently operating Connolly Financial Group in Grand Junction, CO. He has been affiliated with Colorado Financial Service Corporation since 2011 and The Lincoln National Life Insurance Company since 1991. His work encompasses both registered investment advisory services and financial planning under his own business names, which he has managed since 1987. Connolly Financial Group provides discretionary investment advisory services to individuals, trusts, and retirement accounts, overseeing approximately $16 million across about 30 client relationships. The firm utilizes two designated third-party managers to implement income, growth, or blended portfolios, managing accounts on a discretionary basis while accommodating client preferences and restrictions.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable $0 - $500,000: 2.15% $500,001 - $1,000,000: 1.9% $1,000,001 - $2,500,000: 1.75% $2,500,001+: 1.5%
743 Horizon Ct #100 D
Grand Junction, CO 81506
Colorado
Colorado Financial Service Corporation
2011 - Present (15 years)
The Lincoln National Life Insurance Company
1991 - Present (35 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
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Broker-dealer / trader
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Bank
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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.
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