Connor George Cummings

Advisor at Edward Jones — Arlington, WA S Olympic Ave

Updated today

Credentials

CFP®, Series 66

Experience

10 years

Location

Arlington, WA 98223

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Connor Cummings is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in property ownership through CMK Property Investment LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Arlington, WA S Olympic Ave

104 S Olympic Ave, Suite 102

Arlington WA 98223

Advisors at this office

2

Most active in

Washington

Work history

10 years of industry experience

Edward Jones

2015 - Present • 11 years

St. Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Timothy W

Series 63, Series 65

Marysville, WA

Anchor Capital Management LLC

Timothy Walker is a financial advisor with Anchor Capital Management LLC in Marysville, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously served in the U.S. Navy for 23 years before transitioning to financial services, including a role at Axa Advisors, LLC. Outside of his advisory work, he is associated with an insurance business through his principal role. Anchor Capital Management serves individuals, trusts, closely held businesses, and pension plans by providing financial planning and facilitating access to pre-screened third-party investment advisers. The firm focuses on diversified manager allocation plans without taking custody or exercising investment discretion, emphasizing retirement feasibility, cash flow analysis, and risk management.

Long-term care insurance
user avatar

Brian W

CFP®, Series 65

Arlington, WA

Wyatt Wealth Management

Brian Wyatt is a CFP® professional with 18 years of experience in financial advising. He is the principal advisor at Wyatt Wealth Management, an independent firm he has led since 2020. His prior experience includes roles at Pacific Wealth Management LLC, Financial Management, Inc., and Mcilrath & Eck. Outside of advising, he manages several rental properties through a third-party management company. Wyatt Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates fundamental analysis, Modern Portfolio Theory, technical methods, and quantitative analysis to create tailored investment strategies, managing approximately $69 million in assets for about 118 clients.

General retirement planning Tax-loss harvesting General tax planning Wealth management
user avatar

Robert T

Series 66

Arlington, WA

Toyer Investment Advisors LLC

Robert Toyer is the principal of Toyer Investment Advisors LLC in Arlington, WA, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC. Outside of financial advising, he serves as a city councilman for Arlington and operates affiliated businesses providing tax preparation and insurance services. Toyer Investment Advisors LLC serves individual clients, including high-net-worth individuals, offering financial planning, portfolio management, and investment consultation without minimum asset requirements. The firm employs a blend of fundamental and technical analysis to construct portfolios using ETFs, equities, and fixed-income securities, utilizing both passive and active strategies aligned with clients' objectives and risk tolerances.

Cash flow / budgeting Debt management Retirement income strategy Divorce financial planning
user avatar

Elissa E

Series 65

Lake Stevens, WA

The Goodland Group

Elissa Nelson is a financial advisor at The Goodland Group with a Series 65 designation and two years of industry experience. Prior to joining The Goodland Group, she worked at Brighton Jones and has a varied background including multiple roles at Washington State University and Nordstrom. The Goodland Group provides discretionary investment management and financial planning services primarily to individuals and high-net-worth clients, managing approximately $46 million across about 91 clients. The firm uses a passive, asset-allocation approach with diversified portfolios and incorporates third-party platforms and sub-advisors, alongside a public education program offering seminars and workshops.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
user avatar

Elijah F

Series 66

Lake Stevens, WA

Sound Financial, LLC

Elijah Fowler is a financial advisor at Sound Financial, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at CUSO Financial Services/Verity Credit Union. Sound Financial, LLC is a team-based registered investment adviser managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm uses a Modern Portfolio Theory approach with model allocations and third-party managers, providing tailored financial planning and utilizing platforms such as Betterment and AssetMark for portfolio implementation.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner Executive Mid-Career Professionals
user avatar

Wendiguiata O

ChFC®

Arlington, WA

McIlrath & Eck, LLC

Wendiguiata Ouedraogo is a ChFC® with eight years at McIlrath & Eck, LLC and a total of five years in the financial industry. Prior to joining McIlrath & Eck, they worked at Speedi Shuttle and Albert Lee. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services primarily to individuals, trusts, and pension plans. The firm manages portfolios using a combination of active and passive strategies guided by Modern Portfolio Theory and emphasizes client education through regular reviews and workshops.

Active portfolio management Passive / index investing Wealth management
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