Connor Bauserman, ChFC®
Connor is originally from Battle Creek, MI and graduated from Harper Creek Community Schools. Connor went on to Olivet College where he double majored in Financial Planning, and Insurance & Risk Management. While at Olivet he competed in both Cross-Country and Track & Field where he earned Indoor All-American Honors, Academic All-American Honors, and earned the CoSIDA Academic All-American award, among many other awards and achievements. See an article written about him here-> https://www.olivetcollege.edu/american-connor-bauserman-pace-success/
After graduation, Connor worked in portfolio analysis and retirement plan services where he not only worked with individuals, but with large corporations and their employees. Over the years Connor has built up an expertise in financial plan design where he helps individuals plan for college, life events, estate planning, and retirement. He also earned the Chartered Financial Consultant (ChFC®) designation from the American College. A Chartered Financial Consultant (ChFC®) has completed the most extensive educational program required for any financial services credential. Each ChFC® has taken a minimum of eight college level courses on all aspects of financial planning from the American College. The average study time for the program is over 400 hours.
Connor is dually registered to earn a fee or a commission with Harbour Investments, Inc. He is also licensed in Life and Health insurance so he can help clients plan for the unexpected, whether that be death, disability, or long-term care. On top of all that, Connor holds himself to the Fiduciary standard. He believes that everyone should have someone in their financial corner giving them the best advice for their specific situation.
Connor is our Ramsey SmartVestor Pro. Are you on the Ramsey journey or have taken Financial Peace University? Connor is the guy you need to meet. His story is one you want to hear!
Connor has also partnered with Consumers Professional Credit Union (CPCU) to bring his expertise to their members. Consumers Professional Credit Union has branches in Battle Creek, Eaton Rapids, and Lansing.
Connor is the host of the Wealthy HOMES Podcast. You can find more information under the "Podcast" tab at the top of the page.
Interested in meeting Connor?
Please call CPCU at 517-372-2400 ext 105 make an appointment or shoot him an email at email@example.com.
Securities & Advisory Services offered through Harbour Investments, Inc. Member SIPC Products and services provided 1) are not NCUA insured; 2) have no Credit Union guarantee; 3) may lose value.