Susan M. John
F L PUTNAM INVESTMENT MANAGEMENT CO.
WOLFEBORO, NH 03894
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CRD#: 1830060
Professional summary
Susan Macmichael John, CFP®, who also goes by Susan John, is a registered financial advisor currently at F L PUTNAM INVESTMENT MANAGEMENT CO. located in Wolfeboro, New Hampshire.
Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Susan has worked at 2 firms and has passed the Series 63 exam.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Retirement Income Management
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
Investment Advice with Ongoing...
Real Estate Investments
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Susan John
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.
TRUSTEE SERVICES; OCCASIONALLY INVESTMENT-RELATED; PO BOX 2250, WOLFEBORO, NH 03894; SUSAN JOHN ACTS AS TRUSTEE FOR A FEW CLIENT TRUSTS - SOME PAID, SOME UNPAID; TRUSTEE; JAN. 2010; APPROX. 32 HOURS/MONTH; 0-2 HOURS DURING SECURITIES TRADING HOURS; DUTIES INCLUDE ESTATE SETTLEMENT AND DISTRIBUTION, ANNUAL TRUSTEE REPORTING, TRUST DISTRIBUTIONS, SELECTION OF INVESTMENT MANAGERS AND TRUST COMPANIES.
CRS (Client Relationship Summary) - RIA
Click below to view Susan Macmichael John's 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: 1989
Experience
Current
April 5, 2019 - Present
F L PUTNAM INVESTMENT MANAGEMENT CO.
Office #1: 40 Mill Street, Wolfeboro, NH 03894RIA
CRD#: 106223
WOLFEBORO, NH
Past
February 22, 2005 - July 16, 2019
FINANCIAL FOCUS, INC.
RIA
CRD#: 117327
WOLFEBORO, NH
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".
FL
F L PUTNAM INVESTMENT MANAGEMENT CO.
F L PUTNAM INVESTMENT MANAGEMENT CO. | PUTNAM F L INVESTMENT MANAGEMENT CO | FLP ATRATO CONSULTING
CRD#: 106223 / SEC#: 801-21951
RIA
Registered Investment Advisory firm - (7/30/1984 Approved)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
Maine(10/1/2025)
IAR
New Hampshire(4/5/2019)
IAR
Texas(6/2/2025)
Exams
State Security Law Exam
Current Firm
FL
F L PUTNAM INVESTMENT MANAGEMENT CO.
F L PUTNAM INVESTMENT MANAGEMENT CO. | PUTNAM F L INVESTMENT MANAGEMENT CO | FLP ATRATO CONSULTING
CRD#: 106223 / SEC#: 801-21951
RIA
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Contact information
Main Address
6 Kimball Lane, Lynnfield, MA 01940
Mailing Address
Phone number
(800) 344-3435
Established
Firm type
Fiscal year end
# of Employees
134
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,380 |
| AUM (Assets Under Management) | $ 7,695,902,054 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/08/2025 | ||
| 08/21/2025 | ||
| 10/28/2024 | ||
| 12/21/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
