Susan Diane Auer

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2014 → 10/2020
  Usaa Financial Advisors Inc
  Colorado Springs, CO
• 04/2014 → 10/2020
  Usaa Financial Planning Services
  Colorado Springs, CO
• 01/2018 → 10/2020
  Usaa Investment Management Company
  Colorado Springs, CO
• 11/2020 → 11/2020
  T. Rowe Price Investment Services, Inc.
  Colorado Springs, CO
• 12/2020 → 01/2024
  Accelerated Wealth Advisors Llc
  Colorado Springs, CO
• 01/2024 → Present
  Rfg Advisory, Llc Dba Confidence Financial Partners
  Colorado Springs, CO

Previous Registrations

• 2021-01-05 → 2024-01-08
  Accelerated Wealth Advisors Llc
  Colorado Springs, CO
• 2020-11-17 → 2020-11-23
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO
• 2018-01-08 → 2020-07-08
  Usaa Investment Services Company
  San Antonio, TX
• 2014-11-20 → 2018-01-08
  Usaa Financial Planning Services
  Colorado Springs, CO

Other Businesses

TRIAD PARTNERS; INVESTMENT-RELATED; 730 NEW HAMPSHIRE ST., SUITE 222, LAWRENCE, KS 66044; INSURANCE IMO; FINANCIAL ADVISOR; START 01/15/2024; 80 HOURS PER MONTH DURING SECURITIES TRADING HOURS; INSURANCE AGENT.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-17
• S63 Uniform Securities Agent State Law Examination
  2014-04-02

Designations

• Certified Financial Planner

Other Names

• Susan Diane Watts
• Susan Auer
• Susan D Auer