Susan L. Niedwick

CUTLER INVESTMENT GROUP

Irvine, CA

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CRD#: 2916012

Professional summary

Susan Leann Niedwick, CFP®, who also goes by Susan Leann Taylor, is a registered financial advisor currently at CUTLER INVESTMENT GROUP located in Irvine, California.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Susan has worked at 10 firms and has passed the Series 66, Series 63, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Susan Leann Taylor

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 Leann Niedwick'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^®

CRD#: 31012

SAN RAFAEL, CA

Past

August 21, 2007 - October 17, 2008

WEALTH MANAGEMENT NETWORK LLC

RIA

CRD#: 128588

NEWPORT BEACH, CA

Past

February 8, 2005 - December 19, 2005

CRD#: 5393

WESTLAKE, TX

Past

September 29, 1997 - September 9, 1999

ZIONS DIRECT, INC.

CRD#: 17776

SALT LAKE CITY, UT

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".

CUTLER INVESTMENT GROUP

CENTRICITY, LLC | CUTLER INVESTMENT GROUP | CUTLER INVESTMENT COUNSEL, LLC

CRD#: 128483 / SEC#: 801-62469

RIA

Registered Investment Advisory firm - (10/31/2003 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

California
(10/2/2020)

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: 5/2/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/20/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/23/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 4/2/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/29/2001

General Securities Sales Supervisor - Options Module Examination

Current Firm

CUTLER INVESTMENT GROUP

CENTRICITY, LLC | CUTLER INVESTMENT GROUP | CUTLER INVESTMENT COUNSEL, LLC

CRD#: 128483 / SEC#: 801-62469

RIA

Registered Investment Advisory firm - (10/31/2003 Approved)

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Contact information

Main Address

525 Bigham Knoll, Jacksonville, OR 97530

Mailing Address

Phone number

(541) 770-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OCTOBER 2025 BROCHURE TO WEALTH MANAGEMENT CLIENTS (10/8/2025)

MARCH 2025 BROCHURE FOR RETIREMENT PLANS AND OTHER INSTITUTIONS (3/28/2025)

Regulatory assets under management

Total Number of Accounts	2,235
AUM (Assets Under Management)	$ 1,309,990,254

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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Firm Stability Insights

Susan L. Niedwick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Leann Niedwick's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHECK CAPITAL MANAGEMENT INC

APRIEM ADVISORS

PALO CAPITAL, INC.

PALO CAPITAL, INC.

FINANCIAL TELESIS INC

WEALTH MANAGEMENT NETWORK LLC

PACIFIC AMERICAN SECURITIES, LLC

FIRST AMERICAN TRUST

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

ZIONS DIRECT, INC.

Primary Firm SEC Registration

CUTLER INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 5/2/2000

Series 63

Date: 8/20/1997

Series 7

Date: 9/23/1997

Series 10

Date: 4/2/2001

Series 9

Date: 1/29/2001

Current Firm

CUTLER INVESTMENT GROUP

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CUTLER INVESTMENT GROUP

TRUST BUT VERIFY

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