Susan
Koe
Better Money Decisions
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About this Advisor
Susan Koe is a financial advisor based in Scottsdale, Arizona, working with Better Money Decisions. Susan has previously held positions at The Vanguard Group, Inc and Better Money Decisions. Susan has passed the Series 63 regulatory exam and is registered to provide services in Arizona and New Mexico. Currently, Susan is part of Better Money Decisions, which operates out of Scottsdale, Arizona. The firm has 8 offices and 8 employees. The firm manages assets totaling $271.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Better Money Decisions includes asset-based and fixed fees.
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Better Money Decisions Brokerage Details
$271,903,360
8
276
$985,157
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Susan Koe Work History
Better Money Decisions
The Vanguard Group, Inc
Disclosures
Please visit the SEC profile of Susan Koe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Better Money Decisions
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Midland, MI
Scottsdale, AZ
Santa Fe, NM
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