Susan Gough Baldwin

CFP

Legacy Wealth Partners, LLC

32 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management

Legacy Wealth Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

697 clients

Average Client Portfolio

$809K average

Assets Under Management

$563.9M

Fee Structure

Minimum Investment:None

Location

215 Union Blvd., Suite 215, Lakewood, CO, 80228

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2005

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Susan is an insurance agent at Legacy Wealth Partners, LLC since 2015, focusing on fixed insurance products like life, disability, and non-variable annuities. She dedicates about 10-20% of her time to this activity, with all hours occurring during securities trading hours.