Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Breyer is a financial advisor with LPL Financial LLC. Susan has over 11 years of experience in the financial services industry and is licensed to sell securities in Minnesota and Wisconsin. Susan is a Series 7 and Series 66 licensed representative and has been with LPL Financial LLC since 2022. Prior to joining LPL Financial LLC, Susan was employed by CUNA BROKERAGE SERVICES, INC and WELLS FARGO ADVISORS, LLC. Susan is committed to providing her clients with personalized financial advice and guidance to help them 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
05/18/2022 - Present
LPL Financial LLC (LACROSSE WI)
WI
03/28/2013 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (LACROSSE WI)
WI
01/17/2011 - 03/12/2013
WELLS FARGO ADVISORS, LLC (ONALASKA WI)
BOTH
Issued 02/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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