Suellen Estes (CRD# 1432367) is an Investment Advisor Representative working at Great Lakes Bay Financial in Saginaw, MI and has over 38 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Lakes Bay Financial LLC | Saginaw, MI | Feb 2022 - Current | 2 |
| Suellen Estes, Sole Proprietor | Saginaw, MI | Mar 2009 - Current | 15 |
| Great Lakes Bay Financial LLC | Saginaw, MI | Mar 2009 - Current | 15 |
| Belpointe Asset Management, LLC | Reno, NV | Nov 2018 - Feb 2022 | 3 |
| Richmark Private Wealth Management | Frankenmuth, MI | Jul 2018 - May 2020 | 1 |
| Berthel Fisher & Company Financial Services, Inc. | Saginaw, MI | Jan 2014 - Jun 2018 | 4 |
| Bfc Planning, Inc. | Saginaw, MI | Jan 2014 - Jun 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
- TX
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts469ACCOUNTS
-
Average Account Value$106,903
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MI, TX
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.