Susan Wieck (CRD# 4024948) is an Investment Advisor Representative working at Lpl Financial LLC in Murray, UT and has over 24 years of experience in the finance industry. Susan Wieck 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# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Murray, UT | Jul 2021 - Current | 2 |
| David Reichert | Cottonwood Heights, UT | Dec 2017 - Current | 6 |
| Westminster College Community Choir | Salt Lake City, UT | Oct 2017 - Current | 6 |
| Junior League Of Salt Lake City | Salt Lake City, UT | Jul 2017 - Current | 6 |
| Utah State University Office Of Planned Giving | Logan, UT | Aug 2015 - Current | 8 |
| Various Insurance Carriers For W&r Insurance Agencies | Salt Lake City, UT | Aug 2013 - Current | 10 |
| Waddell & Reed, Inc. | Murray, UT | Jul 2013 - Current | 10 |
| National Association Of Professional Women | Garden City, NY | Nov 2014 - Dec 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
- UT
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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