Connor J Martz

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 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

• 06/2018 → 09/2022
  Mass Mutual Life Insurance Company
  Little Rock, AR
• 01/2019 → 09/2022
  Mml Investors Services
  Little Rock, AR
• 08/2014 → 05/2018
  Harding University
  Searcy, AR
• 09/2022 → Present
  Ameriprise Financial Services, Llc
  Little Rock, AR

Previous Registrations

• 2020-10-26 → 2022-09-22
  Mml Investors Services, Llc
  Little Rock, AR

Other Businesses

Independent Insurance Brokering; Mass Mutual; 09/21/2022; Disability Income. Board of Directors; Rotaract; Social/Service Chair; 1560 Sherman Ave, , Evanston, IL, 60201; Not Investment-Related; 10/17/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Create Little Rock; At-Large Board Member; 1 Chamber Plaza, , Little Rock, AR, 72201; Not Investment-Related; 01/03/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Fuse Co-Working Inc; At-Large Board Member; 1111 W 7th St, , Little Rock, AR, 72201; Not Investment-Related; 09/18/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-14
• S63 Uniform Securities Agent State Law Examination
  2020-08-13

Other Names

• Connor Martz
• Connor Justice Martz