Susan
Niedwick
Cutler Investment Counsel, LLC
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About this Advisor
Susan Niedwick is a certified financial planner working out of Jacksonville, Oregon who has 3 years of industry experience. Niedwick is an employee of Cutler Investment Counsel, LLC. Their career trajectory has included roles at Apriem Advisors, Check Capital Management Inc and Cutler Investment Counsel, LLC. Niedwick has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to work in California. Cutler Investment Counsel, LLC is a registered investment company operating out of Jacksonville, OR. The company has offices in five locations and a total of 20 advisors. It administers $1 billion in assets across its 1,790 customer accounts, placing it among the larger firms in the country by assets under management. The firm advises 12 charitable organizations. Of its 1,790 accounts, 32% belong to high-net-worth individuals who have more than $1 million in investable assets. Cutler Investment Counsel, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Financial advisory fees typically vary depending on which service is offered. Fee types billed by Cutler Investment Counsel, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cutler Investment Counsel, LLC Brokerage Details
$1,054,066,040
20
1,790
$588,864
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
Susan Niedwick Work History
Susan has been registered as a financial advisor for 3 years.*
Cutler Investment Counsel, LLC
Check Capital Management Inc
Apriem Advisors
*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 Niedwick 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 Cutler Investment Counsel, LLC
Jacksonville, OR
Newport Beach, CA
Jacksonville, OR
Bellevue, WA
Bellevue, WA
Seattle, WA
Bellevue, WA
Anchorage, AK
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.
