Suzanne Nealgarner, financial advisor Kuna ID

Suzanne Nealgarner

CRD Number: 4211490
Current Firm: Advanced Tax And Financial Services, Inc.

Suzanne Nealgarner (CRD# 4211490) is an Investment Advisor Representative working at Advanced Tax And Financial Services, Inc. in Kuna, ID and has over 21 years of experience in the finance industry.

Similar Advisors
Drew Lehman, financial advisor Kuna ID
Drew Lehman
CRD# 5706352
Inspire Advisors, LLC
Similar Advisors
Lisa Adams, financial advisor Kuna ID
Lisa M. Adams
CRD# 6489237
American Independent Securities Group, LLC
Similar Advisors
Heather Albert, financial advisor Kuna ID
Heather A. Albert
CRD# 4962091
Eagle Strategies LLC
Company Name Location Dates Years
Advanced Tax And Financial Services, Inc. Kuna, ID Jun 2018 - Current 4
Advanced Tax And Financial Services, Inc. Snoqualmie, WA Nov 2003 - Jun 2018 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for Suzanne M. Nealgarner
Phone Number: 425-888-2180
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $137,778
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

ID, WA

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.