Suzanne Covert Wagner

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2015 → 09/2017
  Cuso Financial Services, Lp
  San Diego, CA
• 03/2015 → 09/2017
  Kemba Financial Credit Union
  Gahanna, OH
• 08/2018 → 06/2021
  Ameriprise Financial Services, Inc
  Dublin, OH
• 09/2017 → 01/2018
  Children's Hunger Alliance
  Worthington, OH
• 02/2018 → 07/2018
  Unemployed
  Lewis Center, OH
• 06/2021 → 06/2024
  Raymond James Financial Services
  Columbus, OH
• 06/2021 → 06/2024
  Raymond James Financial Services Advisors
  Columbus, OH
• 06/2021 → Present
  Patterson & Associates
  Columbus, OH
• 06/2021 → Present
  Boston Harbor Wealth Advisors
  Columbus, OH
• 06/2021 → Present
  Patterson Turner & Associates Llc
  Columbus, OH
• 06/2024 → Present
  World Investments, Inc.
  Lincroft, NJ
• 06/2024 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, NJ

Previous Registrations

• 2021-06-08 → 2024-07-25
  Raymond James Financial Services Advisors, Inc
  Columbus, OH
  Columbus, OH
  Bradenton, FL
• 2018-08-13 → 2021-06-07
  Ameriprise Financial Services, Llc
  Dublin, OH
• 2015-03-20 → 2017-09-08
  Cuso Financial Services, L.P.
  Grove City, OH
  Powell, OH
  Bellefontaine, OH
  Columbus, OH
  Gahanna, OH
  Powell, OH
  Bellefontaine, OH
  Grover City, OH
  Columbus, OH
• 2014-05-05 → 2014-08-28
  Principal Securities, Inc.
  Columbus, OH
• 2012-12-11 → 2014-02-19
  Commonwealth Financial Network
  Columbus, OH

Other Businesses

1. Oak Creek Landscape Construction; Non-Investment Related; 6700 Liberty Road N POWELL OH 43065; PRIVATELY OWNED LANDSCAPE CONSTRUCTION COMPANY; BUSINESS MANAGER; 20 hours per month; 0 hours during trading hours; MANAGING BOOKKEEPING AND PAPERWORK FOR HUSBANDS BUSINESS. ALL ACTIVITY COMPLETED EVENINGS AD WEEKENDS. 2. PATTERSON TURNER GRECO WEALTH ADVISORS LLC; Investment Related; 445 Hutchinson Ave STE 860 COLUMBUS OH 43235; LIfe, Accident & Health Insurance; Insurance Agent; 6/28/2024; 15 hours per month; 15 hours during trading hours; IN ROLE OF RCSM, PROVIDE INSURANCE RELATED SUPPOT TO ADVISORS ON TEAM

Exams

• S66 Uniform Combined State Law Examination
  2012-11-26

Other Names

• Suzi Wagner
• Suzanne Covert
• Suzi Covert
• Suzanne Wagner