Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan M. Ehret lay has been in the financial services industry since 1998 and is currently registered with Northwestern Mutual Investment Services, LLC. Susan is a Series 6 and Series 63 licensed professional who can help you with investment company products and variable contracts. She has experience working with clients in Minnesota and South Dakota, providing them with investment advice and guidance. 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.
Investment research; referrals to other advisers
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.
Referral fees
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2
MN
01/01/2006 - Present
Northwestern Mutual Investment Services, LLC (MENDOTA HTS MN)
WI
06/21/2001 - 01/15/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MN
02/10/1999 - 03/08/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
12/15/1995 - 07/17/1998
TCF SECURITIES, INC. (MINNEAPOLIS MN)
BC
Issued 12/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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