Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Krochalk is a financial advisor with Edward Jones. Susan has been in the financial services industry since 1999. She is licensed in a number of states, including Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Nebraska, New York, Ohio, South Carolina, Texas, Washington and Wisconsin. Susan specializes in providing financial advice to individuals, families, and businesses. She also offers financial planning services, including retirement planning, college savings, and estate planning. Susan is committed to helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
07/20/2021 - Present
Edward Jones (GRAND RAPIDS MI)
MI
05/27/1999 - 01/19/2021
AMERIPRISE FINANCIAL SERVICES, LLC (GRAND RAPIDS MI)
MN
05/27/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
06/01/1998 - 01/12/1999
OFFERMAN & COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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