Suellen
Estes
Great Lakes Bay Financial
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About this Advisor
Suellen Estes is a financial advisor working out of Saginaw, Michigan with a total of 1 year of relevant experience. Estes is currently employed by Great Lakes Bay Financial. Their career trajectory has included roles at L.M. Kohn & Company, Berthel Fisher & Company Financial Services, Inc, Bfc Planning, Inc, Richmark Private Wealth Management, Belpointe Asset Management, LLC, Suellen Estes, Sole Proprietor and Great Lakes Bay Financial LLC. Estes has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan and Texas. Great Lakes Bay Financial is a business with a branch in Saginaw, Michigan.
Certifications and Registrations
Years Registered*
Office Location
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Suellen Estes Work History
Suellen has been registered as a financial advisor for 1 years.*
Great Lakes Bay Financial LLC
Suellen Estes, Sole Proprietor
Great Lakes Bay Financial LLC
Richmark Private Wealth Management
Belpointe Asset Management, LLC
Berthel Fisher & Company Financial Services, Inc
Bfc Planning, Inc
L.M. Kohn & Company
*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 Suellen Estes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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