Susan Stein (CRD# 5812591) is an Investment Advisor Representative working at Disciplined Investment Management LLC in Northbrook, IL and has over 11 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Disciplined Investment Management | Deerfield, IL | Jan 2011 - Current | 13 |
| Weight Watchers | Deerfield, IL | Mar 2006 - Current | 18 |
| Homemaker | Deerfield, IL | Jun 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
- IL
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts53ACCOUNTS
-
Average Account Value$903,113
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, LA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.