SW
CFP
SW
CFP

Susan Marie Wanamaker

15 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
982 advisors
Number of Clients
137,534 clients
Average Client Portfolio
$137K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

25825 Science Park Drive, Suite 110, Cleveland, OH, 44122

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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 Activities

Susan works full-time as a Financial Advisor at Beacon Financial Partners. She also serves as a board member for Hearts and Hands of CASA, a non-profit organization, dedicating minimal time to this role.

Employment History
Current Registrations
Lincoln Investment
October 2024 - Present · 1 yr 4 mos
Beacon Financial Advisory LLC
November 2023 - Present · 2 yrs 3 mos
Lincoln InvestmentBroker
July 2020 - Present · 5 yrs 7 mos
Capital Analysts
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
Equitable Advisors, LLCBroker
December 2019 - July 2020 · 7 mos
Equitable Advisors, LLC
December 2019 - July 2020 · 7 mos
Fidelity Personal and Workplace Advisors
January 2019 - September 2019 · 8 mos
Fidelity Brokerage Services LLCBroker
December 2018 - September 2019 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - September 2018 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - September 2018 · 1 yr 9 mos
Morgan Stanley
July 2013 - October 2016 · 3 yrs 3 mos
Morgan StanleyBroker
June 2013 - October 2016 · 3 yrs 4 mos
John Hancock Distributors, INC.Broker
September 1985 - December 1986 · 1 yr 3 mos
Colonial Investment Services, INC.Broker
August 1984 - August 1985 · 1 yr
Ids Marketing CorporationBroker
January 1983 - January 1984 · 1 yr
State Registrations10 states
CAFLILMDMINCNYOHTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.