Levi Christopher Conner

Employer firm

Guidestream Financial, Inc. CRD 150890

$263M regulatory AUM 43 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2016 → 07/2020
  Portage Central High School
  Portage, MI
• 08/2020 → 05/2024
  Spring Arbor University
  Spring Arbor, MI
• 06/2024 → 07/2024
  Charles Schwab
  Westlake, TX
• 01/2024 → 05/2024
  Guidestream Financial
  Spring Arbor, MI
• 09/2024 → Present
  Spring Arbor University
  Spring Arbor, MI
• 06/2024 → Present
  Guidestream Finanical
  Spring Arbor, MI

Other Businesses

Name of other business: Spring Arbor University; Is business Investment related: No; Address of other business: 106 E. Main St., Spring Arbor, MI 49283; Nature of other business: Assistant coach for the track and field team (short sprints and javelin); Your Position: Assistant Coach; Start date of relationship: 09/01/2024; Approx. # of hours /month devote to other business: 32; Number of hours devoted to other business during securities trading hours: 4.

Designations

• Chartered Financial Consultant