Susan Baldwin, financial advisor Englewood CO

Susan Baldwin

CRD Number: 2417706
Current Firm: Aveo Capital Partners, LLC

Susan Baldwin (CRD# 2417706) is an Investment Advisor Representative working at Aveo Capital Partners, LLC in Englewood, CO and has over 26 years of experience in the finance industry. Susan Baldwin 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.

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Professional Designations
Company Name Location Dates Years
Aveo Capital Partners, LLC Greenwood Village, CO Jan 2015 - Current 9
Dmk Advisor Group, Inc. Lakewood, CO Jan 2015 - Jun 2023 8
Axa Advisors, LLC New York, NY Sep 1999 - Dec 2014 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S65 NASAA Investment Advisors Law Examination Sep 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Susan G. Baldwin
By the Numbers
  • Total Assets Under Management
    1,315
    MILLIONS
  • Total Number of Accounts
    3,791
    ACCOUNTS
  • Average Account Value
    $346,757
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, LA, NY, OH, OR, TX, UT, VA, WA, WY

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