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Stephen C
Series 63, Series 65
Bovey, MN
The Retirement Planning Center
Stephen Connolly Sr. is a financial advisor with The Retirement Planning Center, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at multiple firms including LPL Financial, Crown Capital Securities, and Summit Financial Group before returning to The Retirement Planning Center, where he has had a long tenure. Connolly also provides investment advisory services through Private Advisor Group. The Retirement Planning Center is an independent, sole-proprietorship firm serving individual clients with services including ongoing portfolio management, written financial planning, and variable sub-account management. The firm emphasizes long-term strategic asset allocation and manages client assets primarily on a non-discretionary basis, often using mutual funds and variable annuity sub-accounts.
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