Susan Marie Anderson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2016 → 01/2024
  Financial Dimensions Group, Inc.
  Maple Grove, MN
• 06/2016 → 01/2024
  Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc.
  Maple Grove, MN
• 01/2024 → Present
  Lpl Financial Llc
  Maple Grove, MN

Previous Registrations

• 2016-11-22 → 2024-02-05
  Financial Dimensions Group, Inc.
  Maple Grove, MN
• 2016-06-24 → 2024-02-01
  Osaic Wealth, Inc.
  Maple Grove, MN

Other Businesses

1) 01/23/2024 - ANDERSON FINANCIAL GROUP, LLC - Business Entity For Tax/Investment Purposes Only - MN 55369 - Non investment related - Start date: 07/26/2023. 2) 01/23/2024 - M2 Financial Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 01/23/2024 - Susan Anderson - Non-Variable Insurance - Brokerage Resources - MN 55369 - Investment related - 8 Hours per month - Start date: 10/23/2017. 4) 02/07/2024 - The Michael Matheson Group - Inv related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2/1/2024 - 40 Hrs/mo; 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-23
• S63 Uniform Securities Agent State Law Examination
  2009-09-18

Other Names

• Susan Marie Anderson
• Susan Marie Bowman
• Susan Marie Bowman