Susan M. Buchheit

OLIVER LAGORE VANVALIN INVESTMENT GROUP

FRISCO, TX 75034

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CRD#: 3190854

Professional summary

Susan Mills Buchheit is a registered financial advisor currently at OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. located in Frisco, Texas.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Susan has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 King's University; Adjunct Professor; Southlake, TX; 08/2015; Approximately 15% of time spent in this occupation. Insurance Agent. Various carriers. Not investment related. Approximately 10% of time each month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Mills Buchheit'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®

None

Experience

Current

May 4, 2023 - Present

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

Office #1: 6898 Lebanon Road Suite 100, Frisco, TX 75034

RIA

CRD#: 312989

FRISCO, TX

Past

November 21, 2017 - July 3, 2023

CFG ADVISORS LLC

RIA

CRD#: 153561

FRISCO, TX

Past

May 3, 1999 - January 12, 2000

G. A. REPPLE & COMPANY

CRD#: 17486

CASSELBERRY, FL

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".

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

CFG ADVISORS | OLV TAX SERVICES | OLV INVESTMENT GROUP, INC. | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | CLARK FINANCIAL GROUP, LLC

CRD#: 312989 / SEC#: 801-120957

RIA

Registered Investment Advisory firm - (4/26/2021 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

Texas
(5/4/2023)

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: 10/25/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 4/30/1999

General Securities Representative Examination

Current Firm

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

CFG ADVISORS | OLV TAX SERVICES | OLV INVESTMENT GROUP, INC. | OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC. | CLARK FINANCIAL GROUP, LLC

CRD#: 312989 / SEC#: 801-120957

RIA

Registered Investment Advisory firm - (4/26/2021 Approved)

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Contact information

Main Address

607 East Second Avenue Suite 100, Flint, MI 48502

Mailing Address

Phone number

(810) 744-4450

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/28/2025)

WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	4,606
AUM (Assets Under Management)	$ 607,147,202

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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Susan M. Buchheit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Mills Buchheit's CRS (Customer Relationship Summary).

Certified licenses

Experience

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

CFG ADVISORS LLC

G. A. REPPLE & COMPANY

Primary Firm SEC Registration

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/25/2017

Series 7

Date: 4/30/1999

Current Firm

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

TRUST BUT VERIFY

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