Susan
Auer
Accelerated Wealth Advisors LLC
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About this Advisor
Susan Auer is a certified financial planner working out of Colorado Springs, Colorado, who has 2 years of relevant experience. Auer is an advisor for Accelerated Wealth Advisors LLC. Their career trajectory has included roles at Usaa Financial Advisors Inc, Usaa Federal Savings Bank, Usaa Financial Planning Services, Usaa Investment Management Company, T. Rowe Price Investment Services, Inc and Accelerated Wealth Advisors LLC. Auer holds Series 66 and Series 63 licenses, designating them as a securities broker, and is able to operate in Colorado. Accelerated Wealth Advisors LLC is a financial advisory company that has its headquarters in Colorado Springs, CO. It has a total of 22 employees. It oversees $305 million in assets under management between its 1,953 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,953 customer accounts, 21% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice largely depend on which services the firm provides the client. However, fee types billed by Accelerated Wealth Advisors LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Accelerated Wealth Advisors LLC Brokerage Details
$304,773,921
22
1,953
$156,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Susan Auer Work History
Susan has been registered as a financial advisor for 2 years.*
Accelerated Wealth Advisors LLC
T. Rowe Price Investment Services, Inc
Usaa Investment Management Company
Usaa Financial Advisors Inc
Usaa Financial Planning Services
Usaa Federal Savings Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 Accelerated Wealth Advisors LLC
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
