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John E. Conkright

BLUE WATER CAPITAL ADVISORS, LLC·DULUTH, Minnesota
Clean recordBLUE WATER CAPITAL ADVISORS, LLC
1314 E. SUPERIOR ST., DULUTH, MN 55805-2428CRD# 6069204Firm CRD# 148933

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John E. Conkright · DULUTH, MN
Registration
CRD #6069204 · BLUE WATER CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John E. Conkright is a registered financial advisor based in DULUTH, Minnesota, affiliated with BLUE WATER CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
BLUE WATER CAPITAL ADVISORS, LLC
BLUE WATER CAPITAL ADVISORS, LLC
AUM
$42M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6069204
Firm CRD# 148933
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John E. Conkright offer?
John E. Conkright specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DULUTH, Minnesota for a consultation.
What are John E. Conkright's credentials?
John E. Conkright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John E. Conkright located?
John E. Conkright is based in DULUTH, Minnesota, working with BLUE WATER CAPITAL ADVISORS, LLC. Their office serves clients in the DULUTH metropolitan area and surrounding communities.
How does John E. Conkright charge for services?
John E. Conkright's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE WATER CAPITAL ADVISORS, LLC?
BLUE WATER CAPITAL ADVISORS, LLC has approximately 1 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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