Susan DuldeCRD Number: 3029901
Current Firm: Next Generation Wealth Management, Inc.
Susan Dulde (CRD# 3029901) is an Investment Advisor Representative working at Next Generation Wealth Management, Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Bmo Asset Management||Milwaukee, WI||Jun 2012 - May 2013||< 1|
|Harris Investment Management Inc.||Chicago, IL||Jun 2012 - May 2013||< 1|
|M&i Investment Management Corp.||Milwaukee, WI||Jul 1997 - Jun 2012||14|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 1998|
Total Assets Under Management206MILLIONS
Total Number of Accounts766ACCOUNTS
Average Account Value$268,319
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)