Susan
Auer
Rfg Advisory, LLC
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About this Advisor
Susan Auer is a financial advisor based in Colorado Springs, Colorado, working with Rfg Advisory, LLC. Susan has previously held positions at Usaa Financial Planning Services, Usaa Financial Advisors Inc, Usaa Investment Management Company, T. Rowe Price Investment Services, Inc, Accelerated Wealth Advisors LLC, and Rfg Advisory, LLC Dba Confidence Financial Partners. Susan has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Susan is part of Rfg Advisory, LLC, which operates out of Colorado Springs, Colorado. The firm has 46 offices and 195 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Rfg Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rfg Advisory, LLC Brokerage Details
$3,859,253,984
195
17,871
$215,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Susan Auer Work History
Rfg Advisory, LLC Dba Confidence Financial Partners
T. Rowe Price Investment Services, Inc
Accelerated Wealth Advisors LLC
Usaa Investment Management Company
Usaa Financial Planning Services
Usaa Financial Advisors Inc
Disclosures
Please visit the SEC profile of Susan Auer 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 Rfg Advisory, LLC
Saint Louis, MO
Birmingham, AL
Birmingham, AL
Colorado Springs, CO
Saint Louis, MO
Southlake, TX
Saint Petersburg, FL
Birmingham, AL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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