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Tara Jazmine Susalski

Tara J. Susalski

Some features on this profile are disabled
CRD#: 6334637
Tara Jazmine Susalski
Tara Jazmine Susalski

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.

Tara Jazmine Susalski, who also goes by Tara Shakeshaft, Tara Jazmine Susalski, Tara Susalski, Tara Jazmine Shakeshaft, was a registered financial professional .

Tara is a previously registered financial professional and started their career in finance in 2014. Tara had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

As a Planning Consultant, it is my goal to partner with you to understand your short- and long- term goals and to help you build a financial plan that is customized to meet your unique needs. Doing business at Fidelity provides you access to our trusted brand, industry leading technology, our cost efficient investment platform and the ability to work closely with me and my team.

Aliases

Tara Shakeshaft | Tara Jazmine Susalski | Tara Susalski | Tara Jazmine Shakeshaft

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®
None

Education

Metropolitan State University of Denver

Bachelor of Science (BS) - Human Performance & Sport

2013

Experience

Past

May 6, 2026 - July 15, 2026

BAM WEALTH MANAGEMENT LLC

RIA
CRD#: 330237
LAKEWOOD, CO
Past

March 31, 2025 - April 9, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
LONE TREE, CO
Past

April 29, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
LONE TREE, CO
Past

April 27, 2022 - April 9, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
LONE TREE, CO
Past

January 3, 2022 - March 8, 2022

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA
CRD#: 44430
RALEIGH, NC
Past

September 22, 2021 - March 8, 2022

FIRST CITIZENS INVESTOR SERVICES, INC.

BD
CRD#: 44430
RALEIGH, NC
Past

October 5, 2020 - April 19, 2021

E*TRADE SECURITIES LLC

BD
CRD#: 29106
Denver, CO
Past

March 5, 2015 - September 22, 2020

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
GREENWOOD VILLAGE, CO
Past

September 11, 2014 - February 3, 2015

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
GREENWOOD VILLAGE, CO

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".
BW
BAM WEALTH MANAGEMENT LLC
BAM ADVISORY GROUP | BAM WEALTH MANAGEMENT, LLC | BAM WEALTH MANAGEMENT LLC

CRD#: 330237 / SEC#: 801-132401

RIA
Registered Investment Advisory firm - (4/11/2025 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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/23/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/6/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/30/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/11/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BW
BAM WEALTH MANAGEMENT LLC
BAM ADVISORY GROUP | BAM WEALTH MANAGEMENT, LLC | BAM WEALTH MANAGEMENT LLC

CRD#: 330237 / SEC#: 801-132401

RIA
Registered Investment Advisory firm - (4/11/2025 Approved)
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Contact information

Main Address
165 South Union Blvd Suite 675, Lakewood, CO 80228
Mailing Address
Phone number
(303) 531-5055
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - BAM WEALTH MANAGEMENT LLC (8/1/2025)

Regulatory assets under management

Total Number of Accounts804
AUM (Assets Under Management)$ 177,526,003

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.

Company Information

BAM WEALTH MANAGEMENT LLC

Planning ConsultantCRD#: 330237

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