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Susan Marie Cornick

Branzan Investment Advisors, Inc.

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About Susan Marie Cornick

Susan Marie Cornick is a registered Investment Advisor Representative with Branzan Investment Advisors, Inc. Susan has been providing investment research, portfolio management services, administration and trading services to investment advisors, trustees and trust companies since 1994. Susan has been active in the industry for over 35 years and has a strong track record of success. Susan has a Series 63, 65, and 2 license and specializes in providing portfolio management for limited liability limited partnerships, individuals, and pooled investment vehicles.

Firm Information

Susan Cornick is currently registered with Branzan Investment Advisors, Inc.. Branzan Investment Advisors, Inc. is an investment advisor located in Littleton, CO. The firm provides portfolio management services for individuals, pooled investment vehicles, and limited liability limited partnerships. They have approximately $102,215,657 in regulatory assets under management, primarily from pooled investment vehicles and charitable organizations. Branzan Investment Advisors, Inc. has five investment advisor representatives and one adviser rep for other investment advisers.
Branzan Investment Advisors, Inc.

10288 W CHATFIELD AVE

LITTLETON, CO 80127

$102.22M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for limited liability limited partnerships

Portfolio management for limited liability limited partnerships

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Susan Cornick’s Registration & Firm History

CO

08/01/2002 - Present

Branzan Investment Advisors, Inc. (DENVER CO)

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Licenses & Designations

IA

Issued 04/15/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/06/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/1986

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susan Marie Cornick.
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