Connor Terry Nordgren

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 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

• 05/2023 → 07/2024
  Fidelity Investments
  American Fork, UT
• 08/2021 → 04/2023
  Utah Valley University
  Orem, UT
• 08/2019 → 07/2021
  Brigham Young University
  Provo, UT
• 08/2017 → 08/2019
  Unemployed
  Bridgetown
• 01/2013 → 08/2017
  Olympus High School
  Holladay, UT
• 04/2020 → 05/2020
  Caliber
  Orem, UT
• 05/2020 → 08/2020
  Greenix
  Oak Brook, IL
• 09/2020 → 11/2020
  Amazon
  Salt Lake City, UT
• 05/2021 → 08/2021
  Grit Marketing
  Manchester, NH
• 05/2022 → 08/2022
  Grit Marketing/ Aptive Environmental
  Portland, OR
• 09/2022 → 12/2022
  Amazon
  Orem, UT
• 09/2019 → 10/2019
  Gather Signatures
  Provo, UT
• 02/2021 → 05/2021
  Western Timber Frame
  Provo, UT
• 08/2024 → 05/2025
  Commonwealth Financial Network
  San Diego, CA
• 08/2024 → 05/2025
  Sterling Financial Group
  Salt Lake City, UT
• 05/2025 → Present
  Commonwealth Financial Network
  San Diego, CA
• 05/2025 → Present
  Sterling Financial Group
  Salt Lake City, UT

Other Businesses

Fixed insurance sales; Located at 4525 South Wasatch Boulevard, Suite 250, Salt Lake City, UT 84124, as of 09/05/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-14
• S63 Uniform Securities Agent State Law Examination
  2023-08-16

Other Names

• Connor Terry Nordgren
• Connor Nordgren