Susan E. Peck
EVOLUTION FINANCIAL LLC
MADISON, WI 53704
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CRD#: 6379499
Professional summary
Susan Elizabeth Peck, CFP®, who also goes by Sue Peck, is a registered financial advisor currently at EVOLUTION FINANCIAL LLC located in Madison, Wisconsin.
Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Susan has worked at 2 firms and has passed the Series 65 exam.
Biography
I founded Evolution Financial to provide fee-only comprehensive financial planning and investment management for people of all backgrounds who aspire to live their best lives now and in the future.
I graduated from the University of Wisconsin-Madison with a BS in psychology, and was also a proud member of the University of Wisconsin Marching Band (Trombone). It was during my almost 12 years at an investment adviser that focused on tax efficient invesment strategies that I honed my financial planning expertise and discovered my love of helping clients reach their financial goals and strive for their dreams.
Community is important to me. I am a board member for the Northside Business Association, and also on the Finance Committee for the North/Eastside Senior Coalition (NESCO). I’m also a member of OPEN (Out Professional Engagement Network), and Evolution Financial is a proud member of Dane Buy Local.
My husband Nathan and I live on the north side of Madison, WI with our two Border Collie mix dogs, Dracena (Puppers) and Pippa, as well as our chickens. As a landscaper, Nathan has transformed our yard to be welcoming to pollinators such as bees and butterflies.
Question & Answer
What are your service offerings?
Socially Responsible Investing
Retirement Planning
Life Transitions
Tax Planning
Inheritance
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Divorce Planning
Financial Psychology/Coaching
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
Sue Peck
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.
CRS (Client Relationship Summary) - RIA
Click below to view Susan Elizabeth Peck's 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®
Start date: 2016
Experience
Current
September 27, 2017 - Present
EVOLUTION FINANCIAL LLC
Office #1: 2701 International Lane Suite 203, Madison, WI 53704RIA
CRD#: 289745
MADISON, WI
Past
August 19, 2014 - September 27, 2017
SVA WEALTH MANAGEMENT, LLC
RIA
CRD#: 159216
MADISON, WI
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
Wisconsin(9/27/2017)
Current Firm
EVOLUTION FINANCIAL LLC
EVOLUTION FINANCIAL LLC
CRD#: 289745 / SEC#:
Wisconsin
Registered Investment Advisory firm - (9/27/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2701 International Lane Suite 203, Madison, WI 53704
Mailing Address
Phone number
(608) 229-1335
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 186 |
| AUM (Assets Under Management) | $ 34,435,646 |
Red Flags
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