Susan Stenzel
CRD Number: 2502546Current Firm: United Planners' Financial Services Of America A Limited Partner
Susan Stenzel (CRD# 2502546) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Rochester, MN and has over 29 years of experience in the finance industry.
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2640465
Thrivent Investment Management Inc.
CRD# 4106244
Choreo, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Jan 2020 - Current | 4 |
| Ifc Marketing | Fairmont, MN | Oct 2019 - Current | 4 |
| Id Shield/legal Shield | Alda, OK | Jan 2015 - Current | 9 |
| Catholic United Financial | Rochester, MN | Jun 1989 - Current | 34 |
| Self Employed Insurance Representative | Rochester, MN | Oct 1987 - Current | 36 |
| Proequities Inc. | Rochester, MN | Feb 2016 - Jan 2020 | 3 |
| Catholic Aid Association | St Paul, MN | Jun 1989 - Jan 2020 | 30 |
| Fortis Investors, Inc. | Rochester, MN | Jun 1994 - Feb 2016 | 21 |
| Woodbury Financial | Rochester, MN | Jun 1994 - Feb 2016 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
- MN
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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