Suzanne
Lockwoodfisher

Dhjj Financial Advisors

CRD#2189281
Investment Advisor
in Saint Charles, IL

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About this Advisor

Suzanne Lockwoodfisher is a financial advisor based in Saint Charles, Illinois, working with Dhjj Financial Advisors. Suzanne has previously held positions at Cetera Advisor Networks, Lpl Financial, LLC, Total Clarity Wealth Management, Inc, and Dhjj Financial Advisors, LTD. Suzanne has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Suzanne is part of Dhjj Financial Advisors, which operates out of Saint Charles, Illinois. The firm has 3 offices and 10 employees. The firm manages assets totaling $463.9 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Dhjj Financial Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2560 Foxfield Rd. Suite 300
Saint Charles, IL 60174

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Dhjj Financial Advisors Brokerage Details

Total Assets Under Management

$463,922,462

IL Average: $6,674,516,078
Total Number of Employees

10

IL Average: 44
Total Number of Accounts

1,319

IL Average: 2,564
Average Account Size

$351,723

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Suzanne Lockwoodfisher Work History

2020 - Present (5 years)

Dhjj Finanical Advisors, LTD

2018 - 2020 (2 years)

Lpl Financial, LLC

2013 - 2018 (5 years)

Cetera Advisor Networks

2011 - 2020 (9 years)

Total Clarity Wealth Management, Inc

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Disclosures

Please visit the SEC profile of Suzanne Lockwoodfisher 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 Dhjj Financial Advisors

Suzanne Lockwoodfisher
Saint Charles, IL
Emily Verdone
Naperville, IL
Camilla Corso
Naperville, IL
Terrence Cicero
Naperville, IL
Katherine Byrne
Naperville, IL
Paul Minta
Naperville, IL

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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