SP
SP

Susan Powers

17 Years of Experience
Elkhorn, NE
BrokerSells Insurance

Susan Powers is a registered investment advisor at Cetera Investment Advisers LLC, based in Elkhorn, NE, with 17 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

Antler Court Office Park, 3422 N 190th Plaza, Elkhorn, NE, 68022

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Susan is the owner, managing member, and financial advisor at Powerhouse Wealth Management LLC since 2020, dedicating about a quarter of her time. She also works as an insurance agent selling health insurance with various companies, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
March 2020 - Present · 6 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
March 2020 - March 2024 · 4 yrs
Edward Jones
July 2010 - March 2020 · 9 yrs 8 mos
Edward Jones
December 2008 - July 2009 · 7 mos
Edward JonesBroker
November 2008 - March 2020 · 11 yrs 4 mos
State Registrations17 states
ALAZCAFLIAKSMAMINCNENYOHPASCTNVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.