Susan Lynn Hajek

Current Employers

Employment History

• 12/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2014 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 07/2020 → 09/2022
  Scout & Cellar
  Dallas, TX
• 10/2020 → 12/2020
  Two Czech Chicks
  Dripping Springs, TX
• 12/2013 → 12/2019
  Cetera Advisor Networks Llc
  El Segundo, CA

Other Businesses

1. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: RETIREMENT PLAN INVESTMENT ADVISORY AND CONSULTING SERVICES START DATE: 1/2014 POSITION/TITLE/RELATIONSHIP: RETIREMENT PLAN CONSULTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE INVESTMENT ADVISORY SERVICES, CONSULTING AND CLIENT RELATIONSHIP MANAGEMENTS TO THE PLAN SPONSORS AND PARTICIPANTS OF QUALIFIED AND NON-QUALIFIED RETIREMENT PLANS; 2. NAME OF OTHER BUSINESS: RETIREMENT ADVISOR COUNCIL, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INDUSTRY ORG, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: MEMBER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PROVIDE RESEARCH REPORTS, CASE STUDIES, ATTEND SEMI-ANNUAL MEETINGS;

Exams

• S66 Uniform Combined State Law Examination
  2022-12-16
• S63 Uniform Securities Agent State Law Examination
  1989-01-17