Connor Mykleby

Wealth Advisor & Compliance Associate, Red Door Wealth Management | Extensive knowledge in financial regulations

Role
Wealth Advisor and Compliance Associate at Red Door Wealth Management
Location
Memphis, TN, US
LinkedIn followers
500 followers

About Connor Mykleby

After nearly a decade of experience in managing financial services, budgeting and accounting for banking, capital markets and fintech companies, I am happy to serve as a wealth advisor and compliance associate at Red Door Wealth Management in Memphis. In addition to advising clients on comprehensive investment and planning strategies, I oversee proper implementation of the firm’s compliance program to ensure financial activities and documents remain aligned with current and evolving laws.

Experience

  1. Wealth Advisor and Compliance Associate

    Red Door Wealth Management

    Oct 2025 — Present · Memphis, TN, US

    Red Door Wealth Management simplifies the complexities of the financial world by providing personal, comprehensive asset management services to individuals, families and privately held businesses. The company maintains a strategic relationship with Ascent Accounting & Advisory – a distinction that allows Red Door to seamlessly provide complete financial planning solutions under one roof.I’m ready to help you prepare for your future and meet your financial goals!

Education

  • Collierville High School

    High School Diploma

  • University of Tennessee, Knoxville

    Master’s Degree, Accounting

    2016 — 2017

  • University of Tennessee, Knoxville

    Bachelor of Science in Business Administration, Accounting

    2012 — 2015

Skills

  • Financial Accounting
  • Audit Software
  • Bloomberg Software
  • Auditing
  • Powerpoint
  • Microsoft Excel
  • Sales
  • Tableau
  • Organization Skills
  • Sql
  • Databases
  • Microsoft Word
  • Team Leadership
  • Quantitative Research
  • Public Sector Accounting
  • Leadership
  • Public Speaking
  • Microsoft Powerpoint
  • Social Media
  • Teamwork
  • Access
  • Event Planning
  • Microsoft Visio
  • Teaching
  • Time Management
  • Financial Analysis
  • Customer Service
  • Microsoft Access

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Connor Mykleby — Wealth Advisor and Compliance Associate at Red Door Wealth Management in Memphis, TN, US | Unifers