Suzann Marie Dorjath

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 08/2018 → 07/2021
  Wells Fargo Clearing Services, Llc
  Woodstock, IL
• 01/2018 → 08/2018
  Merrill Lynch Pbig
  Chicago, IL
• 06/2014 → 12/2017
  Mesirow Financial
  Chicago, IL
• 07/2021 → 11/2022
  Triad Advisors
  Norcross, GA
• 01/2023 → 11/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS
• 07/2021 → 12/2022
  Gcg Financial Group
  Deerfield, IL
• 11/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Leawood, KS

Previous Registrations

• 2023-03-16 → 2023-11-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS
• 2022-11-04 → 2023-01-10
  Alera Investment Advisors, Llc
  Deerfield, IL
  Kansas City, MO

Exams

• S66 Uniform Combined State Law Examination
  2022-05-31

Other Names

• Suzann Siemers
• Suzann Marie Collins
• Suzann Marie Oppenlander
• Suzann Marie Collins-Oppenlander
• Suzann Woodward
• Suzann M Dorjath