Susan Dulde, financial advisor Milwaukee WI
93 score

Susan Dulde

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Susan E. Dulde
Phone Number: 414-257-4248
Firm Website: http://www.ngwealth.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    206
    MILLIONS
  • Total Number of Accounts
    766
    ACCOUNTS
  • Average Account Value
    $268,319
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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