Susan Thornburg Grant

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 04/2013 → 04/2017
  Valic Financial Advisors, Inc.
  Houston, TX
• 04/2017 → 08/2018
  J.P. Morgan Securities Llc
  Houston, TX
• 04/2017 → 08/2018
  Jp Morgan Chase Bank
  Houston, TX
• 04/2013 → 04/2017
  Aig
  Houston, TX
• 10/2018 → 03/2021
  The Prudential Insurance Company Of America
  Houston, TX
• 10/2018 → 03/2021
  Pruco Securities Llc
  Houston, TX
• 03/2021 → 04/2021
  Brookstone Capital Management
  Wheaton, IL
• 04/2022 → 07/2023
  Corecap Investments, Llc
  Southfield, MI
• 04/2022 → 07/2023
  Corecap Advisors, Llc
  Southfield, MI
• 04/2022 → Present
  Freedom Wealth Management
  Houston, TX
• 02/2021 → 02/2022
  J.D. Medlberg
  Hockley, TX
• 08/2020 → 02/2021
  Prudential
  Houston, TX
• 07/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2022-04-11 → 2023-02-01
  Corecap Advisors
  Houston, TX
  Southfield, MI
• 2021-03-25 → 2021-04-28
  Brookstone Capital Management Llc
  Wheaton, IL
  Hockley, TX
• 2018-10-17 → 2021-03-29
  Pruco Securities, Llc.
  Houston, TX
• 2017-05-02 → 2018-08-20
  J.P. Morgan Securities Llc
  Houston, TX
• 2013-09-19 → 2017-05-03
  Valic Financial Advisors, Inc.
  Houston, TX
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-13
• S63 Uniform Securities Agent State Law Examination
  2013-04-30

Other Names

• Susan Lynn Thornburg
• Susan L Thornburg
• Susan Lynn Grant