Suzanne Wohlfeld, financial advisor Louisville KY

Suzanne Wohlfeld

CRD Number: 3121240
Current Firm: Lpl Financial LLC

Suzanne Wohlfeld (CRD# 3121240) is an Investment Advisor Representative working at Lpl Financial LLC in Louisville, KY and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Louisville, KY May 2022 - Current 1
Cuna Brokerage Services, Inc. Waverly, IA Jul 2017 - Current 6
Cuna Mutual Group Waverly, IA Jul 2017 - Current 6
Fifth Third Securities Louisville, KY Mar 2011 - Jun 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Suzanne R. Wohlfeld
Phone Number: 704-733-3300
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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