Unclaimed Profile

John Howard Conley

CONLEY INVESTMENT COUNSEL INC·OMAHA, Nebraska

SIE, Series 3, Series 7, Series 7TO, Series 16, Series 24, Series 63CFAClean record25 years registeredCONLEY INVESTMENT COUNSEL INC

9300 UNDERWOOD AVENUE, OMAHA, NE 68114-2400CRD# 810245Firm CRD# 111030

Profile Verification

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

Identity

John Howard Conley · OMAHA, NE

Registration

CRD #810245 · CONLEY INVESTMENT COUNSEL INC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONLEY INVESTMENT COUNSEL INC

D.A. DAVIDSON & CO.

Jul 2016 – Jan 2021

OMAHA, NE

SMITH HAYES ADVISERS INC

Jan 2014 – Jul 2016

OMAHA, NE

CONLEY INVESTMENT COUNSEL INC

May 2001 – Feb 2014

LINCOLN, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 16

Series 24

Series 63

Registration record

First registered · May 7, 2001

Years registered · 25

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONLEY INVESTMENT COUNSEL INC

CRD 111030 · SEC 801-56975

AUM

$105M

Regulatory assets under management

Employees

202 client accounts

Services offered by CONLEY INVESTMENT COUNSEL INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CONLEY INVESTMENT COUNSEL INC →

Introduction

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Frequently Asked Questions

What services does John Howard Conley offer?

John Howard Conley specializes in Investment Management, Wealth Management.

What are John Howard Conley's credentials?

John Howard Conley holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Howard Conley located?

John Howard Conley is based in OMAHA, Nebraska, last registered with CONLEY INVESTMENT COUNSEL INC.

How does John Howard Conley charge for services?

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

How large is CONLEY INVESTMENT COUNSEL INC?

CONLEY INVESTMENT COUNSEL INC has approximately 6 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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