Connor J Koviak

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2011 → 01/2021
  Meadowbrook Country Club
  Northville, MI
• 06/2021 → 08/2021
  Rbc Wealth Management
  Minneapolis, MN
• 08/2022 → 10/2023
  Royal Alliance Associates, Inc.
  Eau Claire, WI
• 01/2021 → 10/2023
  Hasenberg Financial Group
  Eau Claire, WI
• 10/2023 → 10/2025
  Hasenberg Financial Group
  Eau Claire, WI
• 09/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2023-10-27 → 2025-10-29
  Hasenberg Financial Group
  Eau Claire, WI
  Eau Claire, WI
• 2022-12-19 → 2023-10-04
  Osaic Wealth, Inc.
  Eau Claire, WI
  Eau Claire, WI

Other Businesses

1)American Financial Education Alliance; INVESTMENT RELATED: No; ADDRESS: 1330 Hosford St, Suite B, Hudson, WI 54016; NATURE: Non-profit educational institution; POSITION: Chapter President; START DATE: 08/01/2025; NUMBER OF HOURS/MONTH: 4 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Speaker at educational seminars.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-06

Designations

• Certified Financial Planner