Connor Koviak, CFP® in

Connor Koviak, CFP®

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Director, Financial Planning at Edelman Financial Engines
📍 Hudson, Wisconsin, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
4 Years
Current Role
Director, Financial Planning
Job Level
Mid-senior
Location
Hudson, Wisconsin, United States
Personality Overview

How Connor shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Connor cares about

Strategic Priorities
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Career

Work history

10-2025
Director, Financial Planning
Edelman Financial Engines
12-2022 - 10-2025
Financial Advisor
Hasenberg Financial Group
5-2022 - 12-2022
Client Services Associate
Hasenberg Financial Group
1-2021 - 5-2022
Client Services Intern
Hasenberg Financial Group
6-2021 - 8-2021
Initiatives Intern
RBC Wealth Management
In the press

Media appearances

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Education
2018 - 2022
Bachelor's degree
University of Wisconsin-Eau Claire
2011 - 2015
Education details unavailable
Plymouth High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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