Unclaimed Profile

Brian Pon

FINANCIAL CONNECTIONS GROUP, INC.·LARKSPUR, California

18 years registeredFINANCIAL CONNECTIONS GROUP, INC.

1100 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 5088203Firm CRD# 108906

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Pon · LARKSPUR, CA

Registration

CRD #5088203 · FINANCIAL CONNECTIONS GROUP, INC. · 18 years registered

Brand Profile

Not yet started

Career History

APELLA WEALTH

Apr 2026 – present

FINANCIAL CONNECTIONS GROUP, INC.

Jan 2008 – May 2026

LARKSPUR, CA

Registrations & Exams

Registration record

First registered · January 2, 2008

Years registered · 18

Disclosure History

2001Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FINANCIAL CONNECTIONS GROUP, INC.

CRD 108906 · SEC 801-57202

AUM

$427M

Regulatory assets under management

Employees

884 client accounts

Services offered by FINANCIAL CONNECTIONS GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL CONNECTIONS GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Brian Pon offer?

Brian Pon specializes in Financial Planning, Investment Management. Contact their office in LARKSPUR, California for a consultation.

What are Brian Pon's credentials?

Brian Pon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Pon located?

Brian Pon is based in LARKSPUR, California, working with FINANCIAL CONNECTIONS GROUP, INC.. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.

How does Brian Pon charge for services?

Brian Pon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL CONNECTIONS GROUP, INC.?

FINANCIAL CONNECTIONS GROUP, INC. has approximately 7 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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