Michael Conlon
About Michael Conlon
Michael Conlon is an Associate Financial Planner at Creative Planning, where he has worked since 2022. He has previous experience in investment operations and financial advising, having interned at American Century Investments and worked at Wells Fargo Advisors.
Work at Creative Planning
Michael Conlon serves as an Associate Financial Planner at Creative Planning, a role he has held since 2022. In this position, he provides financial planning services to clients, utilizing his background in finance and investment operations. His work involves assessing client needs, developing financial strategies, and helping clients achieve their financial goals. Creative Planning is known for its comprehensive financial services, and Conlon contributes to this mission through his expertise.
Experience at American Century Investments
Michael Conlon completed an internship at American Century Investments in 2021, where he focused on investment operations. This internship lasted for two months and took place in the Kansas City Metropolitan Area. During this time, he gained practical experience in the investment industry, enhancing his understanding of operational processes and investment strategies.
Background in Financial Advisory
Prior to his current role, Michael Conlon worked as an Associate Financial Advisor at Wells Fargo Advisors for five months in 2022. This position allowed him to gain hands-on experience in financial advising, where he assisted clients with their investment decisions and financial planning. His role at Wells Fargo Advisors contributed to his development as a financial professional.
Education and Expertise
Michael Conlon earned a Bachelor of Business Administration with a focus on Finance from the University of Iowa, completing his studies from 2018 to 2021. His education provided him with a solid foundation in financial principles and practices. Additionally, he gained experience as an Investments Intern at The University of Iowa Center for Advancement from 2019 to 2021, where he further developed his skills in investment operations.