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Wendy C

ChFC®, Series 63, Series 66

Casper, WY

OSAIC

Wendy Conner is a financial advisor with OSAIC and holds the ChFC® designation along with Series 63 and 66 licenses. She has 24 years of industry experience, including roles at Cetera Wealth Services, LLC and LPL Financial, LLC. In addition to her advisory work, she serves as Chief Compliance Officer at Alliant Retirement Services, LLC and volunteers as a Girl Scout leader in Casper, Wyoming. OSAIC serves a diverse group of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services with a range of investment platforms and third-party solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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