Susan Auer, financial advisor Colorado Springs CO

Susan Auer

CRD Number: 6300535
Current Firm: Rfg Advisory, LLC

Susan Auer (CRD# 6300535) is an Investment Advisor Representative working at Rfg Advisory, LLC in Colorado Springs, CO and has over 9 years of experience in the finance industry. Susan Auer 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.

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Professional Designations
Company Name Location Dates Years
Rfg Advisory, Llc Dba Confidence Wealth Partners Colorado Springs, CO Jan 2024 - Current < 1
Accelerated Wealth Advisors LLC Colorado Springs, CO Dec 2020 - Jan 2024 3
T. Rowe Price Investment Services, Inc. Colorado Springs, CO Nov 2020 - Nov 2020 < 1
Usaa Investment Management Company Colorado Springs, CO Jan 2018 - Oct 2020 2
Usaa Financial Planning Services Colorado Springs, CO Apr 2014 - Oct 2020 6
Usaa Financial Advisors Inc. Colorado Springs, CO Feb 2014 - Oct 2020 6
Usaa Federal Savings Bank Colorado Springs, CO Feb 2013 - Apr 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Susan D. Auer
Phone Number: 205-397-2450
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    2,997
    MILLIONS
  • Total Number of Accounts
    16,034
    ACCOUNTS
  • Average Account Value
    $186,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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