Conner David Rehage

Employer firm

Harbor Hills Financial Advisors CRD 312691

$128M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 12/2018
  Sorrento Pacific Financial, Llc
  San Diego, CA
• 01/2016 → 11/2020
  Partnervest Advisory Services
  Santa Barbara, CA
• 10/2020 → 04/2021
  Changepath, Llc
  Leawood, KS
• 10/2019 → Present
  Harbor Hills Insurance Services
  Montecito, CA
• 02/2021 → Present
  Harbor Hills Inc.
  Santa Barbara, CA

Previous Registrations

• 2020-10-27 → 2021-04-30
  Creativeone Wealth, Llc
  Overland Park, KS
  Montecito, CA
• 2016-01-28 → 2020-11-05
  Partnervest Advisory Services Llc
  Santa Barbara, CA
  Montecito, CA
• 2013-01-15 → 2016-01-19
  Edward Jones
  Tempe, AZ
  Tempe, AZ
  Montecito, CA

Other Businesses

NAME OF THE OTHER BUSINESS: The Rehage Organization INVESTMENT- RELATED: Yes ADDRESS OF THE OTHER BUSINESS: 5290 Overpass Road #228, Santa Barbara, CA YOUR POSITION OR TITLE: Secretary NATURE OF THE OTHER BUSINESS: Health Insurance START DATE: 07/25/2015 APPROXIMATE NUMBER OF HOURS/MONTH: 40 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: I am a Director who helps with Firm Strategy COMPENSATION : Yes NAME OF THE OTHER BUSINESS: Harbor Hills Insurance Services INVESTMENT-RELATED: Yes ADDRESS OF THE OTHER BUSINESS: 1485 East Valley Rd, Suite 200 Montecito, CA 93108 YOUR POSITION OR TITLE: Insurance Agent NATURE OF THE OTHER BUSINESS: Insurance START DATE: 01/08/2016 APPROXIMATE NUMBER OF HOURS/MONTH: 40 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: Sales of fixed, index, life, health, P&C Insurance Products COMPENSATION: Yes NAME OF THE OTHER BUSINESS: UCSB Foundation INVESTMENT-RELATED: No YOUR POSITION OR TITLE: Board of Trustee NATURE OF THE OTHER BUSINESS: Nonprofit INVESTMENT RELATED: No START DATE: 01/2015 APPROXIMATE NUMBER OF HOURS/MONTH: 2 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS: Volunteer board member to serve and promote UCSB private philanthropy and manage its donated resources COMPENSATION: NO

Exams

• S66 Uniform Combined State Law Examination
  2012-12-26