Suzanne M. Klapperich
Professional summary
Suzanne Marie Klapperich, who also goes by Suzanne M Brown, Suzanne Brown Klapperich, Suzanne Stojevich Klapperich, is a registered financial advisor currently at VECTOR WEALTH MANAGEMENT located in Minneapolis, Minnesota.
Suzanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Suzanne has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Suzanne Marie Klapperich's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 20, 2019 - Present
VECTOR WEALTH MANAGEMENT
Office #1: 43 Main Street Se Suite 236, Minneapolis, MN 55414February 19, 2013 - July 29, 2015
CETERA WEALTH SERVICES, LLC
April 14, 2004 - August 7, 2012
TRANSAMERICA CAPITAL, LLC
March 22, 1999 - April 16, 2004
TRANSAMERICA FINANCIAL ADVISORS, LLC
Primary Firm SEC Registration
VECTOR WEALTH MANAGEMENT
CRD#: 152667 / SEC#: 801-70998
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/20/2019)
Exams
Current Firm
VECTOR WEALTH MANAGEMENT
CRD#: 152667 / SEC#: 801-70998
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,161 |
| AUM (Assets Under Management) | $ 1,488,809,873 |
Red Flags
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Company Information
VECTOR WEALTH MANAGEMENT
CRD#: 152667Minneapolis, MN 55414TRUST BUT VERIFY
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