Susan Pool, financial advisor Wichita KS
96 score

Susan Pool

CRD Number: 3178683
Current Firm: Truenorth, Inc.

Susan Pool (CRD# 3178683) is an Investment Advisor Representative working at Truenorth, Inc. in Wichita, KS and has over 17 years of experience in the finance industry. Susan Pool has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Truenorth, Inc. Wichita, KS May 2001 - Current 15
Truenorth, Inc. Wichita, KS Jul 1999 - Mar 2014 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Susan L. Pool
Phone Number: 316-266-6574
Registered State(s):
  • CO
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    409
    MILLIONS
  • Total Number of Accounts
    330
    ACCOUNTS
  • Average Account Value
    $1,239,457
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, CO, IL, KS, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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