Susan BarronCRD Number: 5550641
Current Firm: Laurel Wealth Planning
Susan Barron (CRD# 5550641) is an Investment Advisor Representative working at Laurel Wealth Planning in Edina, MN and has over 5 years of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Laurel Wealth Planning||Edina, MN||Jul 2008 - Current||8|
|Raymond James Financial Services Advisors Inc.||Minneapolis, MN||Jul 2011 - Jun 2013||1|
|Raymond James Financial Services||Bloomington, MN||Jan 2011 - Jun 2013||2|
|Laura Kuntz||Bloomington, MN||Jul 2008 - Mar 2012||3|
|Gustavus Adolphus College||St. Peter, MN||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2011|
Total Assets Under Management143MILLIONS
Total Number of Accounts626ACCOUNTS
Average Account Value$228,508
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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