SS
SS
Susan Sloan is a registered investment advisor at Cetera Investment Advisers LLC, based in Clanton, AL, with 2 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
Loading...
Location
100 7th Street South, Clanton, AL, 35045
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Services LLCBroker
October 2025 - Present · 9 mos
Cetera Investment Advisers LLC
October 2025 - Present · 9 mos
Previous Registrations
Thrivent Investment Management INC.
January 2024 - September 2025 · 1 yr 8 mos
Thrivent Investment Management INC.Broker
December 2023 - September 2025 · 1 yr 9 mos
State Registrations6 states
ALFLGALAMSTN
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.