Susan Tallakson (CRD# 6933547) is an Investment Advisor Representative working at Mml Investors Services, LLC in West Fargo, ND and has over 4 years of experience in the finance industry.
CRD# 2591356
Commonwealth Financial Network
CRD# 2563463
Ubs Financial Services Inc.
CRD# 2122017
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | West Fargo, ND | Jan 2021 - Current | 3 |
| Massmutual Life Insurance Co | West Fargo, ND | Jan 2021 - Current | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fargo, ND | Apr 2018 - Dec 2020 | 2 |
| The Mortgage Company | Fargo, ND | Mar 2017 - Mar 2018 | 1 |
| Discovery Benefits | Fargo, ND | Jan 2017 - Mar 2017 | < 1 |
| Mccrory Gardens | Brookings, SD | Apr 2016 - Dec 2016 | < 1 |
| Daktronics | Brookings, SD | Sep 2013 - Dec 2016 | 3 |
| South Dakota State University | Brookings, SD | Aug 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- ND
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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