Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Wolfe is an investment advisor representative with Kovitz Investment Group Partners, LLC. Susan Wolfe has been in the industry since August 1997. Susan Wolfe's previous firms include Sanctuary Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Susan Wolfe is registered to provide investment advisory services in Illinois.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
07/25/2024 - Present
Kovitz Investment Group Partners, LLC (Chicago IL)
IL
03/01/2022 - 01/04/2024
SANCTUARY SECURITIES, INC. (Wood Dale IL)
IL
08/29/1997 - 03/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)
MO
11/21/1995 - 07/30/1997
WEDGEWOOD PARTNERS, INC. (ST. LOUIS MO)
BOTH
Issued 11/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1995
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
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