Advisor at CL Wealth Management 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
CL Wealth Management LLC
Location
Springdale, AR
Credentials
Series 65, Series 66
Industry experience
27 years
Financial planning and consulting flat fees may be charged, not to exceed $5,000.
$25,000 - $100,000: 2.25% $100,000 - $250,000: 2.00% $250,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.25% $2,000,000+: Negotiable
Commission-based compensation received by associated persons who are registered representatives of affiliated broker-dealer Cabot Lodge Securities LLC, separate and in addition to advisory fees.
Standard financial planning and consulting fee is $350 per hour; fees negotiable and may be waived.
Account minimum: $25,000
Pop A Lock
2022 - Present (4 years)
CL Wealth Management LLC
2019 - Present (7 years)
Cabot Lodge Securities LLC
2019 - Present (7 years)
Razorhog LLC d/b/a Epley Aquatic Farms
2018 - 2023 (5 years)
SB Advisory, LLC
2012 - 2019 (7 years)
IFS Securities
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
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.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Rogers, AR
Merrill
John McConnell is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving as a key member of the Boskus Group in Rogers, Arkansas. He specializes in portfolio construction and structured products, focusing on cultivating strong client relationships and delivering personalized wealth management strategies tailored to individual goals. John’s approach emphasizes a comprehensive understanding of each client’s financial picture to create flexible strategies adaptable to changing market conditions. He holds a Bachelor of Science degree in Business from the University of Arkansas and a Master of Business Administration from the University of Arkansas Little Rock. John is also a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Prior to his advisory career, he was team captain of the Razorback tennis team during his final two years of college and played tennis professionally for several years. John actively participates in community service, reflecting the Merrill tradition of engagement. Outside of work, he enjoys golf, tennis, and spending time with his family.
Series 66
Rogers, AR
Edward Jones
Series 66
Fayetteville, AR
Edward Jones
Series 66
Fayetteville, AR
Edward Jones
Series 66
Fayetteville, AR
Edward Jones
CFP®, Series 63, Series 66
Fayetteville, AR
Edward Jones
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