Susan Foley (CRD# 4889032) is an Investment Advisor Representative working at Lpl Financial LLC in Whitewater, WI and has over 18 years of experience in the finance industry.
CRD# 2152775
Thrivent Investment Management Inc.
CRD# 4590944
Lpl Financial LLC
CRD# 2156432
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Finanical LLC | Whitewater, WI | Mar 2016 - Current | 8 |
| First Citizens State Bank | Whitewater, WI | Mar 2016 - Current | 8 |
| Retirement Plan Advisors | Chicago, IL | Feb 2006 - Mar 2016 | 10 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2005 - Mar 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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