Suzanne Baxter
Suzanne Baxter is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Oklahoma City, OK, with 34 years of industry experience. Suzanne 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
Firm Size
IM Fee
Assets Under Management
Location
Oklahoma City, OK
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Regulatory History
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
Suzanne is a Certified Financial Planner doing business as Pinnacle Wealth Management since 2013, dedicating full-time hours to this endeavor. She also works as an insurance agent selling life, health, and long-term care insurance, and serves as a board member/treasurer for Tactus, Inc., a non-profit, spending minimal time on this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Primevest Financial Services, INC.Broker
Century Investment Group IncorporatedBroker
Pas, INC.Broker
Calvert Securities CorporationBroker
Nylife Securities INC.Broker
State Registrations8 states
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