Best Investors Account Sign in
Inactive

Conner Grzenia

Ep Wealth Advisors

Skokie, IL

Torrance, CA

Claim This Profile
Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-16
IL RA APPROVED 2025-09-16
  • CA RA
    APPROVED
    Since 2025-09-16
  • IL RA
    APPROVED
    Since 2025-09-16

Branch Locations

5202 Old Orchard Road Suite #160, Skokie, IL 60077 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rappaport Reiches Capital Management Skokie IL 06/2021 12/2022
University Of Illinois Champaign IL 08/2017 05/2021
Public School Lombard IL 06/2011 08/2017
Cetera Investors Lombard IL 06/2020 08/2020
Move And Store Champaign IL 05/2019 08/2019
Rappaport Reiches Capital Management Skokie IL 01/2023 07/2025
Ep Wealth Advisors, Llc Skokie IL 07/2025 Present
  • 06/2021 → 12/2022
    Rappaport Reiches Capital Management
    Skokie, IL
  • 08/2017 → 05/2021
    University Of Illinois
    Champaign, IL
  • 06/2011 → 08/2017
    Public School
    Lombard, IL
  • 06/2020 → 08/2020
    Cetera Investors
    Lombard, IL
  • 05/2019 → 08/2019
    Move And Store
    Champaign, IL
  • 01/2023 → 07/2025
    Rappaport Reiches Capital Management
    Skokie, IL
  • 07/2025 → Present
    Ep Wealth Advisors, Llc
    Skokie, IL
Previous Registrations
  • 2021-06-09 → 2025-07-22
    Rappaport Reiches Capital Management,
    Skokie, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-21
  • S65 Uniform Investment Adviser Law Examination
    2021-04-21
Designations

View on SEC IAPD

Other Firms

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC
10H CAPITAL
IHT WEALTH MANAGEMENT LLC
EDWARD JONES
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
FINANCIAL SOLUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

TIMOTHY CHRISTIAN PERRYMAN
BRONWYN NOREEN MIRRETTI
DOMINIC STEPHEN MIRRETTI
JIM KOLIATSIS
GREGORY SCOTT TONG
JOSE EDUARDO HAUAD
RYAN WILLIAM MCCAIN
MARILYN CAROL FRIEDMAN

Other Offices

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC · SKOKIE, IL
10H CAPITAL · SKOKIE, IL
IHT WEALTH MANAGEMENT LLC · Skokie, IL
EDWARD JONES · SKOKIE, IL
CITIGROUP GLOBAL MARKETS INC. · SKOKIE, IL
J.P. MORGAN SECURITIES LLC · Skokie, IL
FINANCIAL SOLUTIONS, INC. · SKOKIE, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SKOKIE, IL

More in Skokie, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor