Susan Fieweger Brotz

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2005 → 11/2018
  Principal Funds Distributor
  Des Moines, IA
• 07/2007 → 11/2018
  Princor Financial Services Corporation
  Des Moines, IA
• 08/2019 → Present
  Edward Jones
  Saint Louis, MO
• 12/2018 → 07/2019
  Unemployed
  Mequon, WI

Exams

• S66 Uniform Combined State Law Examination
  2019-09-10
• S63 Uniform Securities Agent State Law Examination
  2001-06-05

Other Names

• Susie Fieweger
• Susan Mary Fieweger
• Susan Fieweger Brotz
• Susan M Fieweger
• Susan Fieweger
• Susan Mary Fieweger Brotz
• Susie Brotz
• Susan F Brotz