Susan SchaufeleCRD Number: 3042775
Current Firm: Foothill Securities, Inc.
Susan Schaufele (CRD# 3042775) is an Investment Advisor Representative working at Foothill Securities, Inc. in Westlake, OH and has over 13 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
|Foothill Securities, Inc.||Westlake, OH||Aug 2015 - Current||2|
|Fintegra, LLC||Mayfield Heights, OH||Mar 2009 - Aug 2015||6|
|Smh Capital Advisors Inc.||Houston, TX||Dec 2005 - Mar 2009||3|
|Sanders Morris Harris Inc.||Houston, TX||Dec 2005 - Mar 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2003|
Total Assets Under Management1,158MILLIONS
Total Number of Accounts6,953ACCOUNTS
Average Account Value$166,522
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, WA, WI