Susan Isaacson (CRD# 2552280) is an Investment Advisor Representative working at Cx Institutional, LLC in Bloomington, MN and has over 28 years of experience in the finance industry. Susan Isaacson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cx Institutional, LLC | Bloomington, MN | Jun 2022 - Current | 1 |
| Personal Wealth Partners LLC | Bloomington, MN | Aug 2014 - Oct 2022 | 8 |
| Lpl Financial LLC | Bloomington, MN | Jul 2012 - May 2022 | 9 |
| Pakola, Steichen & Company | Bloomington, MN | Nov 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- MN
- TX
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Total Assets Under Management2,387MILLIONS
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Total Number of Accounts8,548ACCOUNTS
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Average Account Value$279,244
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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