Suzanne Williams, financial advisor Yakima WA
93 score

Suzanne Williams

CRD Number: 1879657
Current Firm: Cuna Brokerage Services, Inc.

Suzanne Williams (CRD# 1879657) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Yakima, WA and has over 16 years of experience in the finance industry.

Similar Advisors
Terry Cook, financial advisor Yakima WA
Terry A. Cook
CRD# 1418789
Financial Management, Inc.
Score
96
Similar Advisors
William Dezellem, financial advisor Yakima WA
William J. Dezellem
CRD# 2408858
Tieton Capital Management
Score
96
Similar Advisors
Matthew Dhane, financial advisor Yakima WA
Matthew W. Dhane
CRD# 4571985
Tieton Capital Management
Score
96
Company Name Location Dates Years
Cuna Brokerage Services, Inc. Beaverton, OR Jan 2001 - Current 15
Cuna Mutual Group Waverly, IA Jan 2001 - Current 15
Suzi's Collectibles Junction City, OR Aug 1992 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Suzanne L. Williams
Phone Number: 319-352-4090
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Suzanne Williams and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.