Susan M. Iverson

ADVISOR SHARE WEALTH MANAGEMENT

Colleyville, TX

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CRD#: 2100922

Professional summary

Susan Marie Iverson, CFP®, who also goes by Sue Donaldson, Susan Marie Donaldson, is a registered financial advisor currently at ADVISOR SHARE WEALTH MANAGEMENT, LLC located in Colleyville, Texas.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Susan has worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sue Donaldson | Susan Marie Donaldson

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) - RIA

Click below to view Susan Marie Iverson'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^®

Certified Financial Planner

Start date: 1999

Experience

Current

February 11, 2026 - Present

ADVISOR SHARE WEALTH MANAGEMENT, LLC

RIA

CRD#: 307997

Colleyville, TX

Past

February 15, 2019 - July 30, 2019

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

RIA

CRD#: 144008

Houston, TX

Past

June 10, 2015 - November 30, 2016

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

HOUSTON, TX

Past

June 8, 2015 - February 7, 2017

ROBERTSON INVESTMENT MANAGEMENT

RIA

CRD#: 115425

HOUSTON, TX

Past

May 21, 2015 - November 30, 2016

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

HOUSTON, TX

Past

July 15, 2014 - July 21, 2015

WOMAN & WEALTH - DALLAS

RIA

CRD#: 171547

DALLAS, TX

Past

March 5, 2013 - May 27, 2014

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

DALLAS, TX

Past

March 5, 2013 - May 13, 2014

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

DALLAS, TX

Past

May 23, 2012 - March 11, 2013

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

DALLAS, TX

Past

May 4, 2012 - March 11, 2013

NYLIFE SECURITIES LLC

CRD#: 5167

DALLAS, TX

Past

February 24, 2004 - March 29, 2012

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SOUTHLAKE, TX

Past

February 24, 2004 - March 29, 2012

MML INVESTORS SERVICES, LLC

CRD#: 10409

SOUTHLAKE, TX

Past

April 3, 2003 - February 11, 2004

RHODES SECURITIES, INC.

CRD#: 19610

FT WORTH, TX

Past

December 16, 2002 - March 12, 2003

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

FT WORTH, TX

Past

December 16, 2002 - March 12, 2003

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

March 6, 2001 - August 9, 2002

LPL FINANCIAL LLC

RIA

CRD#: 6413

DE SOTO, TX

Past

March 6, 2001 - August 9, 2002

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

May 11, 2000 - February 23, 2001

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

March 1, 1999 - May 11, 2000

RHODES SECURITIES, INC.

CRD#: 19610

FT WORTH, TX

Past

April 16, 1997 - March 1, 1999

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

June 22, 1994 - April 16, 1997

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

November 2, 1990 - June 21, 1994

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, 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".

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(2/11/2026)

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 65

Date: 8/13/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/6/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/30/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/31/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

ADVISOR SHARE WEALTH MANAGEMENT | PEACE OF MIND PLANNING LLC | ADVISOR SHARE WEALTH MANAGEMENT, LLC

CRD#: 307997 / SEC#: 801-127122

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Michigan

Registered Investment Advisory firm - (1/19/2023 Terminated)

Nevada

Registered Investment Advisory firm - (2/13/2023 Terminated)

Oklahoma

Registered Investment Advisory firm - (5/22/2023 Cancelled)

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Contact information

Main Address

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684

Mailing Address

Phone number

(866) 232-3251

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (POM) (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,429
AUM (Assets Under Management)	$ 185,181,144

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.

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Advisor Monitoring

Firm Stability Insights

Susan M. Iverson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Marie Iverson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

FIRST ALLIED ADVISORY SERVICES, INC.

ROBERTSON INVESTMENT MANAGEMENT

FIRST ALLIED SECURITIES, INC.

WOMAN & WEALTH - DALLAS

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

RHODES SECURITIES, INC.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RHODES SECURITIES, INC.

SUNAMERICA SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ADVISOR SHARE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/1998

Series 63

Date: 11/6/1990

SIE

Date: 11/30/2016

Series 7

Date: 3/19/1996

Series 6

Date: 10/31/1990

Current Firm

ADVISOR SHARE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVISOR SHARE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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