Susanne Venberg

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 09/2018 → 07/2023
  Edward Jones
  St Louis, MO
• 12/2015 → 08/2018
  Newell Brands
  Minneapolis, MN
• 05/2011 → Present
  Susanne Venberg Consulting
  Lakeville, MN
• 07/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2019-01-29 → 2023-07-28
  Edward Jones
  Lakeville, MN
  St Louis, MO
  Lakeville, MN
  Eagan, MN
  Lakeville, MN

Other Businesses

1) NATIONAL CONCIERGE ASSOC, 2920 IDAHO AVE N MINNEAPOLIS MN 55427, 01/2022, BOARD MEMBER, NETWORKING, NIR, 4 HR/MO 0 HR/MO TRADING 2) SUSANNE VENBERG, LAKEVILLE MN 55044, 05/2020, OWNER, RENTAL PROPERTY, NIR, 1 HR/MO 0 HR/MO TRADING 3) SUSANNE VENBERG, Wayzata MN, 07/2023, Owner, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 10 HR/MO, 10 Trading 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 52556, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE 5) CABI CLOTHING, 2026 S Emerson, Mesa AZ 85210, United States, 12/2025, Cabi Clothing Influencer, Retail Sales/Distribution, NIR, 2 HR/MO - 0 HR/MO TRADING 6) ARIZONA CHRISTIAN CHAMBER OF COMMERCE, 1846 E Innovation Park Dr, Oro Valley AZ 85755, United States, 01/16/2026, Board Member, Networking, NIR, 4 HR/MO - 1 HR/MO TRADING 7) BORIA WEALTH MANAGEMENT, 186 N Starboard Drive Gilbert AZ 85234, 01/2026, Investment Advisor Representative, RIA Affiliation - other than CIRA, NIR, 40 HR/MO, 40 HR/MO TRADING 8) SIMPLICITY-FP, 3707 E Southern Ave, Mesa AZ 85206, United States, 02/16/2026, Investment Advisor Representative, DBA Name, INV REL, 40 HR/MO - 40 HR/MO TRADING 9) SIMPLICITY-FP, 3707 E Southern Ave, Mesa AZ 85206, 04/2026, Investment Advisor Representative, 1099, INV REL, 40 HR/MO, 40 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2019-01-25

Other Names

• Susanne Mary Sheehy
• Susanne Sheehy Venberg