Susan Alice Winchester

Employer firm

Mascoma Wealth Management CRD 174907

$568M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 10/2019
  Wea Property & Casualty Insurance Company
  Madison, WI
• 02/2007 → 10/2019
  Wea Investment Services, Inc
  Madison, WI
• 12/2009 → 10/2019
  Wea Investment Services, Inc
  Madison, WI
• 12/2009 → 10/2019
  Wea Investment Services, Inc
  Madison, WI
• 12/2009 → 10/2019
  Wea Financial Advisory, Inc
  Madison, WI
• 06/2020 → 04/2023
  Ledyard Financial Advisors
  Hanover, NH
• 04/2023 → Present
  Mascoma Wealth Management
  Hanover, NH
• 10/2019 → 06/2020
  Unemployed
  Oregon, WI

Previous Registrations

• 2009-12-07 → 2020-07-14
  Wea Financial Advisors, Inc.
  Madison, WI

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-11-02

Designations

• Chartered Financial Consultant

Other Names

• Susan Alice Rand