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Wendy Michelle Conner

ALLIANT RETIREMENT SERVICES, LLC·ALPHARETTA, Georgia
SIE, Series 6, Series 7, Series 24, Series 51, Series 52TO, Series 63, Series 66ChFCClean record23 years registeredALLIANT RETIREMENT SERVICES, LLC
1125 SANCTUARY PARKWAY, ALPHARETTA, GA 30009CRD# 4169248Firm CRD# 167970

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wendy Michelle Conner · ALPHARETTA, GA
Registration
CRD #4169248 · ALLIANT RETIREMENT SERVICES, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

OSAIC WEALTH, INC.
Jul 2025 – present
ALLIANT RETIREMENT CONSULTING
Jul 2013 – present
LPL FINANCIAL LLC
Dec 2009 – Oct 2015
HOUSTON, TX
NFP SECURITIES, INC.
Sep 2007 – Dec 2009
HOUSTON, TX
VALIC FINANCIAL ADVISORS, INC.
Sep 2002 – Oct 2005
HOUSTON, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 51
Series 52TO
Series 63
Series 66
Registration record
First registered · September 30, 2002
Years registered · 23
Professional designation · ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALLIANT RETIREMENT SERVICES, LLC
CRD 167970 · SEC 801-78240
AUM
$3.6B
Regulatory assets under management
Employees
23
169 client accounts
Services offered by ALLIANT RETIREMENT SERVICES, LLC
Per Form ADV
Publication of periodicals/newsletters
View all advisors at ALLIANT RETIREMENT SERVICES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Wendy Michelle Conner offer?
Wendy Michelle Conner is a registered financial advisor in ALPHARETTA, Georgia. Contact their office for details on services offered.
What are Wendy Michelle Conner's credentials?
Wendy Michelle Conner holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Wendy Michelle Conner located?
Wendy Michelle Conner is based in ALPHARETTA, Georgia, working with ALLIANT RETIREMENT SERVICES, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.
How does Wendy Michelle Conner charge for services?
Wendy Michelle Conner's firm is compensated through percentage of aum, subscription fees, other: asset-based fees on pension plans under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLIANT RETIREMENT SERVICES, LLC?
ALLIANT RETIREMENT SERVICES, LLC has approximately 23 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John Arthur Cunningham
ALPHARETTA, GA
James Alan Ian Laschinger
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