Susan Marie Koe

Current Employers

Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

Authority	Category	Status	Date
NM	RA	APPROVED	2025-10-15
AZ	RA	APPROVED	2025-10-09
CA	RA	APPROVED	2025-09-17

NM RA
APPROVED

Since 2025-10-15
AZ RA
APPROVED

Since 2025-10-09
CA RA
APPROVED

Since 2025-09-17

Branch Locations

16165 N 83 Rd Ave Suite #200, Peoria, AZ 85382 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Better Money Decisions	Albuquerque	NM	04/2016	08/2025
Ep Wealth Advisors, Lcc	Peoria	AZ	08/2025	Present

04/2016 → 08/2025

Better Money Decisions

Albuquerque, NM
08/2025 → Present

Ep Wealth Advisors, Lcc

Peoria, AZ

Previous Registrations

2016-04-20 → 2025-11-13

Better Money Decisions

Glendale, AZ

Albuquerque, NM

Scottsdale, AZ

Santa Fe, NM
2011-10-25 → 2016-02-19

Vanguard Advisers, Inc.

Scottsdale, AZ

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-10-03

S63 Uniform Securities Agent State Law Examination

2011-10-03

Designations

Other Names

Susan M Tingley
Susan Marie Tingley

View on SEC IAPD