Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Lubeck is a registered Investment Advisor Representative with Captrust and has been in the industry since 2011. Susan has experience in various roles, including working with GWFS Equities, Inc. and Principal Securities, Inc. Susan specializes in providing financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and publication of periodicals. Susan is committed to providing personalized advice and guidance to help 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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
07/01/2024 - Present
Captrust (LONE TREE CO)
CO
08/09/2019 - 06/05/2024
PRINCIPAL SECURITIES, INC. (DENVER CO)
CO
06/19/2017 - 07/15/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NJ
06/08/2011 - 04/19/2013
ADP BROKER-DEALER, INC. (ROSELAND NJ)
IA
Issued 09/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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