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SB

Susan S. Brousseau

BLACKHAWK CAPITAL PARTNERS
SCOTTSDALE, AZ 85255
Some features on this profile are disabled
CRD#: 1020604
SB

Professional summary


Susan Shokes Brousseau, CFP®, who also goes by Susan Shokes Campbell, Deborah Susan Shokes, is a registered financial advisor currently at BLACKHAWK CAPITAL PARTNERS, LLC located in Scottsdale, Arizona.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Susan has worked at 10 firms and has passed the Series 66, Series 63, Series 3, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Susan Shokes Campbell | Deborah Susan Shokes

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Ms. Brousseau is a licensed insurance agent. Clients should be aware these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with fiduciary duties. Ms. Brousseau dedicates a limited amount of time to this activity. 2)Blackhawk Capital Partners, LLC - Agent/Advisor - Insurance, Financial Services and advisory services since 2/2014 - Thiensville, WI - Investment related.

CRS (Client Relationship Summary) - RIA


Click below to view Susan Shokes Brousseau's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 1991

Experience


Current

February 26, 2014 - Present

BLACKHAWK CAPITAL PARTNERS, LLC

Office #1: 21020 N. Pima Road, Scottsdale, AZ 85255
RIA
CRD#: 158020
SCOTTSDALE, AZ
Past

May 29, 2013 - January 30, 2014

BEACON POINTE WEALTH ADVISORS, LLC

RIA
CRD#: 151328
SCOTTSDALE, AZ
Past

December 6, 2006 - August 19, 2008

BERRY-SHINO SECURITIES, INC.

BD
CRD#: 38098
SCOTTSDALE, AZ
Past

April 9, 2003 - January 12, 2005

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
BIRMINGHAM, AL
Past

October 17, 2000 - April 10, 2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

October 17, 2000 - April 10, 2003

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

August 27, 1997 - October 4, 2000

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

October 30, 1991 - July 31, 1997

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

January 29, 1988 - December 31, 1989

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

October 4, 1984 - January 11, 1988

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BLACKHAWK CAPITAL PARTNERS, LLC
BLACKHAWK ADVISORS, LLC | SILVERHAWK CAPITAL | BLACKHAWK CAPITAL PARTNERS, LLC | BLACKHAWK CAPITAL MANAGEMENT, LLC

CRD#: 158020 / SEC#: 801-81107

RIA
Registered Investment Advisory firm - (3/12/2015 Approved)
Arizona
Registered Investment Advisory firm - (3/12/2015 Terminated)
Michigan
Registered Investment Advisory firm - (7/15/2013 Terminated)
Wisconsin
Registered Investment Advisory firm - (3/12/2015 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(3/24/2014)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/2/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BC
BLACKHAWK CAPITAL PARTNERS, LLC
BLACKHAWK ADVISORS, LLC | SILVERHAWK CAPITAL | BLACKHAWK CAPITAL PARTNERS, LLC | BLACKHAWK CAPITAL MANAGEMENT, LLC

CRD#: 158020 / SEC#: 801-81107

RIA
Registered Investment Advisory firm - (3/12/2015 Approved)
Arizona
Registered Investment Advisory firm - (3/12/2015 Terminated)
Michigan
Registered Investment Advisory firm - (7/15/2013 Terminated)
Wisconsin
Registered Investment Advisory firm - (3/12/2015 Terminated)
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Contact information


Main Address
167 S. Main Street, Thiensville, WI 53092
Mailing Address
Phone number
(262) 242-4487
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV FORM 2A (5/7/2025)

Regulatory assets under management


Total Number of Accounts295
AUM (Assets Under Management)$ 336,418,039

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BLACKHAWK CAPITAL PARTNERS, LLC

CRD#: 158020Scottsdale, AZ 85255

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