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Susan Stadsklev

38 Years of Experience
Vienna, VA
BrokerSells Insurance

Susan Stadsklev is a registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 38 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
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Location

8321 Old Courthouse Rd, Ste 340, Vienna, VA, 22182

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Susan is a federal employee working as an acting director, dedicating full-time hours. She is also an independent insurance agent selling fixed insurance products, spending about a quarter of her time on this. Additionally, Susan is a board member for Insight Memory Care Center, spending a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
June 2021 - Present · 5 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
November 2006 - June 2021 · 14 yrs 7 mos
Voya Financial Advisors, INC.Broker
September 2006 - June 2021 · 14 yrs 9 mos
Waddell & Reed, INC.
May 1997 - July 2006 · 9 yrs 2 mos
Waddell & Reed, INC.Broker
December 1987 - July 2006 · 18 yrs 7 mos
State Registrations7 states
CODCFLMDNCVAWV
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.
Susan Stadsklev - Financial Advisor | TrueAdvisor