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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Michelle Hanlon is an investment advisor representative at The Colony Group, LLC. Susan is licensed to provide investment advisory services in Missouri. Susan has been in the financial services industry since 2006 and has experience working with various clients, including individuals, high-net-worth individuals, charitable organizations, corporations, pension and profit-sharing plans, and pooled investment vehicles. Susan holds the Series 66 and Series 7 licenses and the Uniform Investment Adviser Law Examination. Prior to joining The Colony Group, LLC, Susan worked at First Heartland Capital, Inc. and Edward Jones.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MO
07/01/2024 - Present
THE Colony Group, LLC (ST LOUIS MO)
MO
03/26/2012 - 10/31/2013
FIRST HEARTLAND CAPITAL, INC. (ST CHARLES MO)
MO
08/29/2006 - 03/27/2012
EDWARD JONES (FLORISSANT MO)
IA
Issued 02/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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