Susan Crane

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 06/2017 → 06/2020
  Axa Equitable
  Minneapolis, MN
• 07/2017 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 03/2016 → 11/2016
  Robert Half
  Minneapolis, MN
• 12/2016 → 06/2017
  Unemployed
  Saint Paul, MN
• 06/2017 → 01/2022
  Equitable
  Minneapolis, MN
• 07/2017 → 01/2022
  Equitable Advisors, Llc
  New York, NY
• 02/2022 → 01/2023
  Advisor Group
  Oakdale, MN
• 01/2023 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 02/2023 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-02-27 → 2023-08-10
  Securian Financial Services, Inc.
  St Paul, MN
• 2022-02-08 → 2023-01-03
  Woodbury Financial Services, Inc.
  Oakdale, MN
• 2017-07-07 → 2022-02-01
  Equitable Advisors, Llc
  Minneapolis, MN
• 2014-11-20 → 2015-10-02
  Voya Financial Advisors, Inc.
  Minneapolis, MN
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-11-01
• S63 Uniform Securities Agent State Law Examination
  2000-08-14

Other Names

• Susan Kay Plennert
• Susan Kay Crane