Suzanne Porske, financial advisor Guthrie Center IA

Suzanne Porske

CRD Number: 6663682
Current Firm: Aegis Wealth Management, Inc.

Suzanne Porske (CRD# 6663682) is an Investment Advisor Representative working at Aegis Wealth Management, Inc. in Guthrie Center, IA and has over 8 years of experience in the finance industry.

Similar Advisors
Joyce Brady, financial advisor Guthrie Center IA
Joyce E. Brady
CRD# 5075655
Lpl Financial LLC
Similar Advisors
Andrew Brommer, financial advisor Guthrie Center IA
Andrew Brommer
CRD# 6117440
Edward Jones
Similar Advisors
Gordon Campbell, financial advisor Guthrie Center IA
Gordon S. Campbell
CRD# 6374489
Aegis Wealth Management, Inc.
Company Name Location Dates Years
Aegis Wealth Management, Inc. Guthrie Center, IA Apr 2020 - Current 3
Phoenix Financial Group,llc Broken Arrow, OK Jun 2018 - Current 5
Achieve Financial Success Broken Arrow, OK May 2018 - Current 5
Allstate Insurance Company Broken Arrow, OK Oct 2017 - Current 6
Allstate Financial Advisors, LLC Tulsa, OK Jun 2018 - Mar 2020 1
Phoenix Financial Advisors Beggs, OK Oct 2013 - Oct 2017 4
Gradient Advisors, LLC Beggs, OK Jun 2016 - Dec 2016 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2017
S65 NASAA Investment Advisors Law Examination Mar 2016
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.

Get Details on the FINRA Advisor Check site
Contact Info for Suzanne K. Porske
Phone Number: (833) 483-8383
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    135
    MILLIONS
  • Total Number of Accounts
    1,147
    ACCOUNTS
  • Average Account Value
    $117,693
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, IA, ID, IN, MA, MI, MO, NH, NY, OH, OK, SC, TX, UT, VA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.