Jarrett T. Suddarth

PANORAMIC FINANCIAL

Lincoln, NE

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CRD#: 6391302

Professional summary

Jarrett Tod Suddarth, CFP® is a registered financial advisor currently at PANORAMIC FINANCIAL located in Lincoln, Nebraska.

Jarrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jarrett has worked at 4 firms and has passed the Series 66, SIE 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.

FedEx; Start date: 11/21/2023; Weekly hours: 12-15; Responsibilities: Loading/Unloading packages

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jarrett Tod Suddarth'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^®

Certified Financial Planner

Experience

Current

October 12, 2021 - Present

PANORAMIC FINANCIAL

RIA

CRD#: 172396

Lincoln, NE

Past

June 15, 2020 - August 5, 2021

SOLID GROUND FINANCIAL PLANNING

RIA

CRD#: 308074

LINCOLN, NE

Past

April 6, 2018 - June 12, 2020

TECKMEYER FINANCIAL SERVICES, L.L.C.

CRD#: 39000

OMAHA, NE

Past

March 28, 2018 - June 12, 2020

TECKMEYER FINANCIAL SERVICES, L.L.C.

RIA

CRD#: 39000

OMAHA, NE

Past

December 2, 2015 - May 9, 2016

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

OMAHA, NE

Past

September 22, 2015 - May 9, 2016

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

OMAHA, NE

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
(1/7/2025)

IAR

Nebraska
(10/12/2021)

IAR

Texas
(2/24/2024)

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: 11/16/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/22/2015

General Securities Representative Examination

Current Firm

PANORAMIC FINANCIAL

MCFADDEN, ANDREW WAYNE | PANORAMIC FINANCIAL ADVICE INC. | PANORAMIC FINANCIAL ADVICE | PANORAMIC FINANCIAL

CRD#: 172396 / SEC#:

California

Registered Investment Advisory firm - (8/7/2014 Approved)

Louisiana

Registered Investment Advisory firm - (11/15/2022 Terminated)

Nebraska

Registered Investment Advisory firm - (10/12/2021 Approved)

Texas

Registered Investment Advisory firm - (8/19/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Fresno, CA

Mailing Address

Phone number

(805) 244-5057

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1,169
AUM (Assets Under Management)	$ 91,738,812

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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Jarrett T. Suddarth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jarrett Tod Suddarth's CRS (Customer Relationship Summary).

Certified licenses

Experience

PANORAMIC FINANCIAL

SOLID GROUND FINANCIAL PLANNING

TECKMEYER FINANCIAL SERVICES, L.L.C.

TECKMEYER FINANCIAL SERVICES, L.L.C.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/16/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/22/2015

Current Firm

PANORAMIC FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PANORAMIC FINANCIAL

TRUST BUT VERIFY

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