Connor Mckeen

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2017 → 12/2018
  Massachusetts Mutual Life Insurance Company
  Minneapolis, MN
• 12/2017 → 12/2018
  Mml Investors Services
  Minneapolis, MN
• 08/2012 → 05/2017
  Mankato State University
  Mankato, MN
• 10/2014 → 01/2017
  Northwestern Mutual
  Mankato, MN
• 12/2018 → Present
  Principal Securities Incorporated
  Lake Elmo, MN
• 04/2023 → Present
  Jj Swanson Advisory Group
  Minnetonka, MN
• 07/2025 → Present
  Bridge Street Wealth Strategies
  Minnetonka, MN

Other Businesses

***Outside Insurance; Investment Related; Agent; Fixed Annuities, LI, DI, LTC; Start Date: 07/01/2018; 2 hrs per month; 2 during trading hours. ***JJ SWANSON ADVISORY GROUP, INC. POSITION: Admin NATURE: Relationship with JJ Swanson Advisory Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/13/2022 ADDRESS: 11100 Wayzata Blvd. Ste 405, Minnetonka MN 55305, United States DESCRIPTION: I will be working in a relationship management role with JJ Swanson Advisory Group. This will be a part-time role to help manage current clients and also offer administrative support to the advisors. ***MCKEEN WEALTH MANAGEMENT POSITION: Financial Representative NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2023 ADDRESS: 541 1st St S, Winsted MN 55395, United States DESCRIPTION: LLC is set up for future tax purposes by recommendation from tax professional. **BRIDGE STREET WEALTH STRATEGIES (DBA) POSITION: Principal Securities Registered Representative NATURE: Financial Strategies/Needs Analysis INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/02/2025 ADDRESS: 11100 Wayzata Blvd, Ste 405, Minnetonka MN 55305, United States DESCRIPTION: Marketing purposes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-03
• S63 Uniform Securities Agent State Law Examination
  2018-03-20

Other Names

• Connor Thomas Mckeen