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Suzanne Marie Wetzel

Doyenne Wealth Advisors

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About Suzanne Marie Wetzel

Suzanne Marie Wetzel is a financial advisor at Doyenne Wealth Advisors, a firm based in Chicago. She has been in the financial services industry for many years. Suzanne is registered with the state of Illinois as an Investment Advisor Representative and holds the Series 65 license. Doyenne Wealth Advisors is a fee-only firm which provides a wide range of financial advisory services including, but not limited to: financial planning, portfolio management for individuals, and selection of other advisors. The firm primarily serves high-net-worth individuals, but also offers services to individuals other than high-net-worth. Suzanne is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Suzanne Wetzel is currently registered with Doyenne Wealth Advisors. Doyenne Wealth Advisors is an investment advisory firm based in Chicago, Illinois. They provide financial planning and portfolio management services to high-net-worth individuals and other individuals. The firm manages approximately $1.7 billion in assets for 764 accounts. Doyenne Wealth Advisors is registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940.
Doyenne Wealth Advisors

227 W MONROE STREET

CHICAGO, IL 60606

$1.71B

Assets Under Management

13

Total Clients

11

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Suzanne Wetzel’s Registration & Firm History

IL

02/09/2022 - Present

Doyenne Wealth Advisors (CHICAGO IL)

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Licenses & Designations

IA

Issued 09/09/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/1994

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Suzanne Marie Wetzel.
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