Susan Elizabeth Geiersbach

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2017 → 02/2018
  Heim, Young & Associates, Inc.
  Springfield, MO
• 06/2014 → 01/2017
  Lockton Companies
  Kansas City, MO
• 02/2018 → Present
  Infinitas
  Overland Park, KS
• 02/2018 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

Fixed insurance sales; as of 8/05/2022; 0% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-20

Other Names

• Susan Hill
• Susan Elizabeth Hill