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Susan Cevette

21 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Susan Cevette is a registered investment advisor, based in Minneapolis, MN, with 21 years of industry experience.

Location

Minneapolis, MN

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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 registered representative and owner of Watersedge Wealth Management, where she works as a financial advisor and manages the business full-time. She also works as a wealth advisor for Kestra Advisory Services, LLC, providing investment advisory services about half her time.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
September 2023 - Present · 2 yrs 8 mos
Kestra Advisory Services, LLC
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
July 2018 - September 2023 · 5 yrs 2 mos
LPL Financial LLC
July 2018 - September 2023 · 5 yrs 2 mos
Edward Jones
February 2010 - July 2018 · 8 yrs 5 mos
Edward JonesBroker
January 2010 - July 2018 · 8 yrs 6 mos
UBS Financial Services INC.Broker
June 2007 - August 2008 · 1 yr 2 mos
AXA Advisors, LLCBroker
July 2006 - January 2007 · 6 mos
Edward JonesBroker
February 2003 - June 2006 · 3 yrs 4 mos
State Registrations14 states
AKAZCACODCILMAMDMNNMNYPAWAWI
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 Cevette - Financial Advisor | TrueAdvisor