Susan ConradCRD Number: 6214608
Current Firm: Plancorp, LLC
Susan Conrad (CRD# 6214608) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Plancorp, LLC||St. Louis, MO||Feb 2011 - Current||6|
|First Mercantile Trust||Cordova, TN||Apr 1994 - Feb 2011||16|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management3,026MILLIONS
Total Number of Accounts5,624ACCOUNTS
Average Account Value$538,072
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MA, MD, MN, MO, MS, NH, NM, NY, OH, SC, TN, TX, WA