Suellen Carol Estes

Current Employers

Employment History

• 01/2014 → 06/2018
  Berthel Fisher & Company Financial Services, Inc.
  Saginaw, MI
• 01/2014 → 06/2018
  Bfc Planning, Inc.
  Saginaw, MI
• 07/2018 → 05/2020
  Richmark Private Wealth Management
  Frankenmuth, MI
• 11/2018 → 02/2022
  Belpointe Asset Management, Llc
  Reno, NV
• 03/2009 → Present
  Suellen Estes, Sole Proprietor
  Saginaw, MI
• 03/2009 → Present
  Great Lakes Bay Financial Llc
  Saginaw, MI
• 03/2026 → Present
  Great Lakes Bay Financial Llc
  Saginaw, MI

Previous Registrations

• 2022-02-22 → 2025-12-31
  Great Lakes Bay Financial
  Saginaw, MI
• 2018-07-03 → 2022-04-07
  Richmark Private Wealth Management
  Frankenmuth, MI
• 2018-11-07 → 2022-03-16
  Belpointe Asset Management Llc
  Saginaw, MI
  Reno, NV
  Saginaw, MI
• 2014-01-27 → 2018-06-08
  Bfc Planning, Inc.
  Saginaw, MI
  Cedar Rapids, IA
• 2012-08-16 → 2014-01-24
  L.M. Kohn & Company
  Saginaw, MI
  Cincinnati, OH
• 2010-11-04 → 2012-07-18
  Leonard & Company
  Saginaw, MI

Other Businesses

INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, SAGINAW, MI-48603, FIXED INSURANCE-SALES, SINCE 03/2009 INSURANCE PRODUCER, LITTLE TO NO TIME SPENT ON INSURANCE SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-30
• S63 Uniform Securities Agent State Law Examination
  1986-01-15

Other Names

• Suellen Hickey
• Suellen C Hickeyestes
• Suellen Carol Hickey
• Suellen Carol Montgomery
• Suellen Carol Jagow
• Suellen C Estes
• Svellen Carol Hickey
• Suellen Carol Hickey-Estes