Susan Wieneke (CRD# 6915408) is an Investment Advisor Representative working at Bison Advisors in Maple Grove, MN and has over 5 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bison Advisors | Hartwell, GA | Dec 2023 - Current | < 1 |
| Core Income Advisors | Minneapolis, MN | Mar 2020 - Current | 4 |
| Catholic Order Of Foresters | Naperville, IL | Nov 2015 - Current | 8 |
| Truadvice, LLC | Sarasota, FL | Jan 2021 - Dec 2023 | 2 |
| Holy Spirit Academy | Monticello, MN | Mar 2017 - Apr 2021 | 4 |
| Oneamerica Securities | Indianapolis, IN | Aug 2017 - Jan 2021 | 3 |
| Kimberly Clark | Appleton, WI | Sep 2012 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- MN
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Total Assets Under Management1,157MILLIONS
-
Total Number of Accounts6,352ACCOUNTS
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Average Account Value$182,145
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AL, AR, CA, FL, GA, IA, ID, IL, LA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA
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