Longview Wealth Management

Investment Advisor
in Atlanta, GA
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About this Advisor

Susan Ganser is a certified financial planner working in Atlanta, Georgia, with 13 years of professional experience. Ganser is an advisor for Longview Wealth Management. The advisor has gained experience at Longview Wealth Management and Cambridge Investment Research, Inc. Ganser has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in Georgia and Louisiana. Longview Wealth Management is an advisory firm that has its headquarters in Atlanta, Georgia. The investment advisory business has offices in five locations and a total of 31 financial advisors. It controls $580 million in total assets across its 1,796 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 1,796 customer accounts, just 12% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Longview Wealth Management offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on the financial services. Fees billed by Longview Wealth Management can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

1100 Johnson Ferry Rd Ne Ste 320
Atlanta, GA 30342

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Longview Wealth Management Brokerage Details

Total Assets Under Management


GA Average: $3,570,121,308
Total Number of Employees


GA Average: 58
Total Number of Accounts


GA Average: 1,608
Average Account Size


GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Susan Ganser Work History

Susan has 13 years of experience.

2007 - Present (12 years)

Cambridge Investment Research, Inc

2005 - Present (14 years)

Longview Wealth Management


Susan Ganser has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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