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Charles Brian Conners

Ignite Planners LLC

San Clemente, CA

Irvine, CA

CRD 1204160

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Employer firm

Ignite Planners LLC CRD 289797

$1.14B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Ignite Planners Llc

109 E. Escalones, San Clemente, CA 92672 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-25
TX RA APPROVED_RES 2025-03-25
  • CA RA
    APPROVED
    Since 2025-03-25
  • TX RA
    APPROVED_RES
    Since 2025-03-25

Branch Locations

109 E. Escalones, San Clemente, CA 92672 • United States

15615 Alton Parkway Suite 450, Irvine, CA 92618 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Npb Financial Group, Llc Burbank CA 11/2010 06/2022
Western International Securities, Inc. Pasadena CA 06/2022 02/2025
Ignite Planners Llc San Clemente CA 02/2025 Present
  • 11/2010 → 06/2022
    Npb Financial Group, Llc
    Burbank, CA
  • 06/2022 → 02/2025
    Western International Securities, Inc.
    Pasadena, CA
  • 02/2025 → Present
    San Clemente, CA
Previous Registrations
  • 2022-06-24 → 2025-02-07
    Western International Securities, Inc.
    Pasadena, CA
    Irvine, CA
    Irvine, CA
  • 2010-11-05 → 2022-06-27
    Npb Financial Group, Llc
    Irvine, CA
  • 1997-07-08 → 2011-11-16
    San Juan Capistrano, CA
Other Businesses

1) Accident & Health, Life, and Variable Insurance; Investment-Related; Agent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-10-28
S63 Uniform Securities Agent State Law Examination 1993-09-09
  • S65 Uniform Investment Adviser Law Examination
    1993-10-28
  • S63 Uniform Securities Agent State Law Examination
    1993-09-09
Designations
  • Certified Financial Planner
Other Names
  • Brian Conners
  • C. Brian Conners

View on SEC IAPD

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