Susan Peck, financial advisor Madison WI
93 score

Susan Peck

CRD Number: 6379499
Current Firm: Evolution Financial LLC

Susan Peck (CRD# 6379499) is an Investment Advisor Representative working at Evolution Financial LLC in Madison, WI and has over 3 years of experience in the finance industry. Susan Peck 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
Evolution Financial LLC Madison, WI Sep 2017 - Current < 1
Sva Plumb Wealth Management, LLC Madison, WI Aug 2016 - Sep 2017 1
Sva Plumb Wealth Management LLC Madison, WI Jun 2014 - Aug 2016 2
Sva Plumb Trust Company LLC Madison, WI Sep 2013 - May 2014 < 1
Sva Plumb Trust Company LLC Madison, WI Jul 2011 - Aug 2013 2
Sva Plumb Wealth Management LLC Madison, WI Mar 2011 - Jun 2011 < 1
Sva Wealth Management Inc. Madison, WI May 2009 - Feb 2011 1
Sva Wealth Management Inc. Madison, WI Jan 2007 - Apr 2009 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Susan E. Peck
Phone Number: 608-229-1335
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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

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