Susan Grosshans
Susan Grosshans is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Issaquah, WA, with 35 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1295 NW Gilman Blvd, Issaquah, WA, 98027
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2018Other Business Activities
Susan is the Managing Member of O'Sullivan Family LLC, a commercial real estate venture in Walla Walla, WA. She spends minimal time reviewing monthly reports and visiting the property.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
State Registrations22 states
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.