Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Suzanne McKim, financial advisor Bend OR
93 score

Suzanne McKim

CRD Number: 3094374
Current Firm: Platte River Capital, LLC

Suzanne McKim (CRD# 3094374) is an Investment Advisor Representative working at Platte River Capital, LLC in Bend, OR and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Platte River Capital, LLC Denver, CO May 2006 - Current 10
Columbia Funds Distributor, Inc. Portland, OR Aug 2005 - May 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2005
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Suzanne H. McKim
Phone Number: 303-292-7388
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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