Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Shokes Brousseau is a financial advisor currently registered with Blackhawk Capital Partners, LLC, based in Thiensville, WI. Susan has been active in the financial services industry since 1984 and has held licenses and registrations with several firms throughout her career. Susan is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). She provides a range of financial advisory services including financial planning, portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Technology platform fee $12.50 per quarter
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2
AZ
03/24/2014 - Present
Blackhawk Capital Partners, LLC (SCOTTSDALE AZ)
AZ
12/06/2006 - 08/19/2008
BERRY-SHINO SECURITIES, INC. (SCOTTSDALE AZ)
AL
04/09/2003 - 01/12/2005
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IN
10/17/2000 - 04/10/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/17/2000 - 04/10/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
08/27/1997 - 10/04/2000
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
10/30/1991 - 07/31/1997
MANEQUITY, INC. (BOSTON MA)
NA
01/29/1988 - 12/31/1989
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
10/04/1984 - 01/11/1988
THE ROBINSON-HUMPHREY COMPANY INC.
BOTH
Issued 01/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/1987
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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