Best Investors Account Sign in

Conor James Nelson

Charles Schwab & Co., Inc.

Oak Brook, IL

Orland Park, IL

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-14
  • IL RA
    APPROVED
    Since 2026-01-14

Branch Locations

500 W. 22Nd Street, Oak Brook, IL 60523-1955 • United States

14225 95Th Ave Suite 422, Orland Park, IL 60462 • 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
Paynet Skokie IL 05/2015 08/2017
Unemployed Chicago IL 08/2017 09/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2017 05/2019
Northwestern Mutual Investment Services Llc Chicago IL 07/2018 05/2019
Dws Distributors, Inc Chicago IL 06/2019 04/2025
Charles Schwab & Co., Inc. Orland Park IL 04/2025 Present
Charles Schwab Bank, Ssb Orland Park IL 04/2025 Present
  • 05/2015 → 08/2017
    Paynet
    Skokie, IL
  • 08/2017 → 09/2017
    Unemployed
    Chicago, IL
  • 09/2017 → 05/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 07/2018 → 05/2019
    Northwestern Mutual Investment Services Llc
    Chicago, IL
  • 06/2019 → 04/2025
    Dws Distributors, Inc
    Chicago, IL
  • 04/2025 → Present
    Charles Schwab & Co., Inc.
    Orland Park, IL
  • 04/2025 → Present
    Charles Schwab Bank, Ssb
    Orland Park, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-10
S63 Uniform Securities Agent State Law Examination 2019-08-23
  • S65 Uniform Investment Adviser Law Examination
    2025-06-10
  • S63 Uniform Securities Agent State Law Examination
    2019-08-23
Other Names
  • Conor Nelson
  • Conor J Nelson

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTHQUEST CORPORATION
ERGAWEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GEIGER WEALTH MANAGEMENT

Other Investors

TODD BRENDAN SCHROEDER
MICHAEL CHRISTOPHER LEE
DANIEL P SCHIPITSCH
ALAN P MADEJ
Anthony Joesph Bittman
Joseph Herr
Lauren A Mlady
Danieh Kasar

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

More in Oak Brook, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor