Connor Nelson Faix

Employer firm

Advance Capital Management Inc CRD 110767

$4.98B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2016 → 07/2017
  Mass Mutual Life Insurance Company
  Cleveland, OH
• 02/2017 → 07/2017
  Mml Investors Services
  Cleveland, OH
• 09/2014 → 06/2017
  Case Western Reserve University Athletic Department
  Cleveland, OH
• 10/2015 → 08/2019
  Brownlee Lookouts Baseball Club
  Kent, OH
• 08/2013 → 06/2017
  Case Western Reserve University
  Cleveland, OH
• 06/2017 → 01/2018
  Oberlin College
  Oberlin, OH
• 01/2018 → 08/2018
  North Iowa Area Community College
  Mason City, IA
• 08/2018 → 08/2019
  Mercyhurst University
  Erie, PA
• 08/2019 → 08/2020
  Campbell University
  Buies Creek, NC
• 08/2020 → 08/2022
  The University Of Akron
  Akron, OH
• 08/2022 → 07/2024
  South Dakota State University
  Brookings, SD
• 09/2024 → 05/2025
  National Interstate Insurance Company
  Richfield, OH
• 05/2025 → Present
  Advance Capital Management Inc
  Independence, OH
• 12/2025 → Present
  Advance Capital Management Inc
  Independence, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-20

Other Names

• Connor Faix