Susan StrasbaughCRD Number: 1812123
Current Firm: Strasbaugh Financial Advisory, Inc.
Susan Strasbaugh (CRD# 1812123) is an Investment Advisor Representative working at Strasbaugh Financial Advisory, Inc. in Colorado Springs, CO and has over 23 years of experience in the finance industry. Susan Strasbaugh 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.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|Strasbaugh Financial Advisory||Colorado Springs, CO||Sep 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1994|
Total Assets Under Management135MILLIONS
Total Number of Accounts107ACCOUNTS
Average Account Value$1,263,963
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, MT, TX