Susan
Niedwick
Cutler Investment Group
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About this Advisor
Susan Niedwick is a financial advisor based in Jacksonville, Oregon, working with Cutler Investment Group. Susan has previously held positions at Apriem Advisors, Check Capital Management Inc, and Cutler Investment Counsel, LLC. Susan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Susan is part of Cutler Investment Group, which operates out of Jacksonville, Oregon. The firm has 3 offices and 21 employees. The firm manages assets totaling $1.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and pension consulting services. The fee structure at Cutler Investment Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cutler Investment Group Brokerage Details
$1,177,313,040
21
2,056
$572,623
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
Cutler Investment Counsel, LLC
Check Capital Management Inc
Apriem Advisors
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.
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