Susan Bowman Adams

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 05/2014 → 06/2019
  Nylife Securities Llc
  Creve Coeur, MO
• 01/2014 → 06/2019
  New York Life Insurance Company
  Creve Coeur, MO
• 10/2016 → 06/2019
  Eagle Strategies Llc
  Creve Coeur, MO
• 07/2017 → Present
  Envision Strategies, Llc
  St. Louis, MO
• 06/2019 → Present
  Prudential Insurance Company Of America
  St. Louis, MO
• 06/2019 → 11/2024
  Pruco Securities, Llc.
  St. Louis, MO
• 11/2024 → Present
  Lpl Enterprise, Llc
  Perryville, MO

Previous Registrations

• 2019-06-28 → 2024-11-14
  Pruco Securities, Llc.
  St. Louis, MO
  Chesterfield, MO
  Perryville, MO
  St Charles, MO
• 2016-10-06 → 2019-07-09
  Eagle Strategies Llc
  Creve Coeur, MO

Other Businesses

1. 11/07/2024-INSURANCE BROKERING- Non Variable ins- Yes inv related- 07/20/2017- 20 hr/mo non trading- 5 hrs/mo trading 2. 11/01/2024- ENVISION STRATEGIES LLC- DBA for LPL- 01/01/2017- 200 hr/mo non trading- 120 hr/mo trading 3. 07/08/2025-Prudential Sponsored Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At reported business location(s) ENVISION STRATEGIES, LLC POSITION: Financial Professional NATURE: Insurance and Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2017 ADDRESS: 106 Four Seasons Center West, Suite 117, St. Louis MO 63117, United States DESCRIPTION: Sales and service of insurance and investments NON-SPONSORED HEALTH INSURANCE POSITION: Agent NATURE: Healthcare Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 04/17/2023 ADDRESS: 12123 Josephine Marie Drive, Maryland Heights MO 63043, United States DESCRIPTION: Sell group, health and Medicare/Medicaid Insurance INSURANCE BROKERING POSITION: agent NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/20/2017 ADDRESS: 1930 Sibley Street, St. Charles MO 63301, United States DESCRIPTION: insurance sales Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; St. Louis, M

Exams

• S66 Uniform Combined State Law Examination
  2016-10-04
• S63 Uniform Securities Agent State Law Examination
  2014-07-20

Other Names

• Susan Lynn Bowman
• Susan Bowman Adams
• Susan B Adams