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Connor Kirk Finley

LINCOLN ENERGY HOLDINGS LLC·ENGLEWOOD, Colorado
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3333 S BANNOCK ST, ENGLEWOOD, CO 80110CRD# 7861389Firm CRD# 333026
01

About

Connor Kirk Finley is a registered financial advisor based in ENGLEWOOD, Colorado, affiliated with LINCOLN ENERGY HOLDINGS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LINCOLN ENERGY HOLDINGS LLC
LINCOLN ENERGY HOLDINGS LLC
AUM
$127M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at LINCOLN ENERGY HOLDINGS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: PERCENTAGE OF CAPITAL COMMITMENTS
Regulatory
SEC/IARD CRD# 7861389
Firm CRD# 333026
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Connor Kirk Finley offer?
Connor Kirk Finley specializes in Retirement Planning. Contact their office in ENGLEWOOD, Colorado for a consultation.
What are Connor Kirk Finley's credentials?
Connor Kirk Finley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Connor Kirk Finley located?
Connor Kirk Finley is based in ENGLEWOOD, Colorado, working with LINCOLN ENERGY HOLDINGS LLC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.
How does Connor Kirk Finley charge for services?
Connor Kirk Finley's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: percentage of capital commitments. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINCOLN ENERGY HOLDINGS LLC?
LINCOLN ENERGY HOLDINGS LLC has approximately 12 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
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Research
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