Susan Koski (CRD# 5035485) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Birmingham, AL and has over 18 years of experience in the finance industry. Susan Koski 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# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Investment Management Inc. | Birminhgam, AL | Oct 2021 - Current | 2 |
| Unemployed | Birmingham, AL | Oct 2019 - Oct 2021 | 2 |
| Raymond James Financial Services, Inc. | Florence, SC | Sep 2017 - Oct 2019 | 2 |
| Raymond James Financial Services Advisors Inc. | Florence, SC | Sep 2017 - Oct 2019 | 2 |
| Wells Fargo Advisors, LLC | Columbia, SC | Sep 2014 - Aug 2017 | 2 |
| Guardian Capital Advisors | Raleigh, NC | Apr 2006 - Aug 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
- AL
- OH
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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