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Susan Elizabeth Geist

Rising Femme Wealth

Austin, TX

CRD 8271358

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Employer firm

Rising Femme Wealth CRD 342509

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Rising Femme Wealth

Crested Butte, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-30
  • CO RA
    APPROVED
    Since 2026-07-30

Branch Locations

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Susan Geist Coaching Austin TX 01/2022 07/2023
Mcallister And Quinn Washington DC 03/2023 01/2026
U.S. Economic Development Administration Austin TX 10/2016 02/2023
Rising Femme Wealth, Llc Crested Butte CO 07/2023 Present
  • 01/2022 → 07/2023
    Susan Geist Coaching
    Austin, TX
  • 03/2023 → 01/2026
    Mcallister And Quinn
    Washington, DC
  • 10/2016 → 02/2023
    U.S. Economic Development Administration
    Austin, TX
  • 07/2023 → Present
    Rising Femme Wealth, Llc
    Crested Butte, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-15
  • S65 Uniform Investment Adviser Law Examination
    2026-06-15
Other Names
  • Susan Geist

View on SEC IAPD

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