Susan Dawson (CRD# 4954159) is an Investment Advisor Representative working at Triumph Financial Advisors, LLC in North Kansas City, MO and has over 18 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Financial Services | Monaca, PA | Feb 2023 - Current | 1 |
| Triumph Financial Advisors, LLC | North Kansas, MO | Apr 2021 - Current | 3 |
| Farmer's Insurance | North Kansas City, MO | Mar 2021 - Aug 2021 | < 1 |
| Planmember Securities Corporation | Carpinteria, CA | Jan 2020 - Mar 2021 | 1 |
| Spring Venture Group | Kansas City, MO | Jun 2020 - Jan 2021 | < 1 |
| The Prudential Insurance Company Of America | Overland Park, KS | Oct 2019 - Jan 2020 | < 1 |
| Pruco Securities LLC | Overland Park, KS | Oct 2019 - Jan 2020 | < 1 |
| Unemployed | Kansas City, MO | Apr 2019 - Sep 2019 | < 1 |
| Edward Jones | St Louis, MO | Feb 2018 - Apr 2019 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lees Summit, MO | Jul 2017 - Jan 2018 | < 1 |
| Fidelity Brokerage Services LLC | Overland Park, KS | Mar 2017 - Jun 2017 | < 1 |
| Unemployed | Kansas City, MO | Feb 2016 - Feb 2017 | 1 |
| Ivy Funds Distributor Inc. | Overland Park, KS | Oct 2010 - Jun 2016 | 5 |
| Waddell & Reed | Overland Park, KS | Oct 2010 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$110,000
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MO
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.