Susan Coffman, financial advisor Fort Collins CO
89 score

Susan Coffman

CRD Number: 6194667
Current Firm: Waddell & Reed

Susan Coffman (CRD# 6194667) is an Investment Advisor Representative working at Waddell & Reed in Fort Collins, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Nancy Hazelrigg Fort Collins, CO Feb 2016 - Current < 1
Various Insurance Carriers For W&r Insurance Agencies Loveland, CO Dec 2013 - Current 3
Waddell & Reed, Inc. Fort Collins, CO May 2013 - Current 3
Unemployed Loveland, CO May 2012 - May 2013 1
Csi Frederick, CO Jan 2011 - May 2012 1
Student Loveland, CO Mar 2010 - Jan 2011 < 1
Ann Taylor Loft Fort Collins, CO Jul 2006 - Mar 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Susan V. Coffman
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • MT
  • VA
  • FL
  • CO
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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