SD
CFP
SD
CFP

Suzanne Lynn Daniel

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$800
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Location

35 NW Hawthorne Ave, Bend, OR, 97703

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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.

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Other Business ActivitiesSells Insurance

Suzanne is an independent insurance agent selling non-variable insurance since 2015. She also uses Eagle Wealth Management, Inc. as a DBA for marketing purposes.

Employment History
Current Registrations
Mercer Global Advisors INC.
September 2025 - Present · 5 mos
My Legacy Advisors, LLC
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
November 2017 - February 2020 · 2 yrs 3 mos
Sii Investments, INC.
September 2015 - November 2017 · 2 yrs 2 mos
Sii Investments, INC.Broker
August 2015 - November 2017 · 2 yrs 3 mos
Capstone Wealth Management Group, LLC
August 2008 - December 2012 · 4 yrs 4 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.
Suzanne Lynn Daniel - Financial Advisor | TrueAdvisor