Suzanne G. Tudor

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CRD#: 2011195

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Suzanne Gehlen Tudor, AIF®, CFP®, who also goes by Suzanne Gehlen Cammack, Suzanne Marie Gehlen, was a registered financial professional .

Suzanne is a previously registered financial professional and started their career in finance in 1990. Suzanne had worked at 6 firms and has passed the Series 66, Series 7 and Series 6 exams.

Biography

Suzanne holds a J.D. from Mitchell Hamline School of Law where she emphasized estate planning, tax law and closely held corporations in her course of study. She also holds a Master of Business Administration from the University of St. Thomas. She has been awarded the Certified Financial Planner (CFP®) designation sponsored by the Certified Financial Planner Board of Standards. She has also earned the Accredited Investment Fiduciary (AIF®) designation, sponsored by the Center for Fiduciary Studies, to help her better serve clients.
  
Suzanne has over 35 years of experience in various positions in the financial services industry. For the past ten years, she has worked almost exclusively with high-net worth families and business owners to help them strategically develop and carry out their financial, legacy, and philanthropic plans.
 
Suzanne and her husband live in Plymouth. She enjoys finding calmness in her daily walks on the neighborhood trails. She also loves making home improvements and being a “DIY” person. She has two adult stepchildren and two grandsons who live in the area, and she spends a lot of time with her extended family.

Question & Answer

What are your service offerings?

Estate Planning

Tax Planning

Retirement Income Management

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Do you have an area of expertise or specialization?

Charitable Giving

Estate & Generational Planning...

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Socially Responsible Investmen...

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Aliases

Suzanne Gehlen Cammack | Suzanne Marie Gehlen

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Past

July 22, 2020 - January 28, 2024

ALLODIUM INVESTMENT CONSULTANTS, LLC

RIA

CRD#: 135812

MINNEAPOLIS, MN

Past

October 28, 2015 - July 27, 2020

AVANTAX PLANNING PARTNERS, INC.

RIA

CRD#: 106237

Minnetonka, MN

Past

April 20, 2009 - October 16, 2012

EDWARD JONES

RIA

CRD#: 250

HOPKINS, MN

Past

March 31, 2009 - October 16, 2012

EDWARD JONES

CRD#: 250

HOPKINS, MN

Past

November 17, 1998 - January 27, 2000

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

February 5, 1990 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

February 5, 1990 - November 9, 1998

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

ALLODIUM INVESTMENT CONSULTANTS, LLC

ALLODIUM INVESTMENT CONSULTANTS, LLC | TOUCHSTONE INVESTMENT CONSULTANTS, LLC

CRD#: 135812 / SEC#: 801-64508

RIA

Registered Investment Advisory firm - (7/7/2005 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/9/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/30/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/2/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALLODIUM INVESTMENT CONSULTANTS, LLC

ALLODIUM INVESTMENT CONSULTANTS, LLC | TOUCHSTONE INVESTMENT CONSULTANTS, LLC

CRD#: 135812 / SEC#: 801-64508

RIA

Registered Investment Advisory firm - (7/7/2005 Approved)

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Contact information

Main Address

500 Washington Avenue South Suite 4400, Minneapolis, MN 55415-1151

Mailing Address

Phone number

(612) 230-3700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (2/5/2025)

Regulatory assets under management

Total Number of Accounts	676
AUM (Assets Under Management)	$ 416,610,113

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/09/2025	Cover Page	Report
08/07/2024	Cover Page	Report
12/14/2023	Cover Page	Report
01/31/2023	Cover Page	Report

Red Flags

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Contact information

(xxx) xxx-xxxx

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Suzanne G. Tudor

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AVANTAX PLANNING PARTNERS, INC.

EDWARD JONES

EDWARD JONES

RBC CAPITAL MARKETS, LLC

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

ALLODIUM INVESTMENT CONSULTANTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/9/2009

Series 7

Date: 3/30/2009

Series 6

Date: 2/2/1990

Current Firm

ALLODIUM INVESTMENT CONSULTANTS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALLODIUM INVESTMENT CONSULTANTS, LLC

TRUST BUT VERIFY

Contact information

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