Susan Einberger
MUTUAL ADVANTAGE
Boulder, CO
Some features on this profile are disabled
CRD#: 7490517
Professional summary
Susan Einberger, CFP® is a registered financial advisor currently at MUTUAL ADVANTAGE, LLC located in Boulder, Colorado.
Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Susan has worked at 1 firm .
Biography
We help people achieve financial independence while enjoying life’s journey. We are CERTIFIED FINANCIAL PLANNER™ professionals with strict ethical standards. We are fiduciaries acting in your best interest. Our flat Fee-Only model avoids conflicts of interest. We listen. We educate. We collaborate. We help clients across the country Enjoy the Ride!
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
Charitable Giving
College/Education Planning
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Retirement Planning & Distribu...
Tax Planning
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.
RallySport Health and Fitness Not investment related 2727 29th St. Boulder, CO 80301 Swim coach/instructor 08/2013 - present 5 hours/week Teach people how to swim
CRS (Client Relationship Summary) - RIA
Click below to view Susan Einberger'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: 2021
Experience
Current
January 27, 2022 - Present
MUTUAL ADVANTAGE, LLC
RIA
CRD#: 112620
Boulder, CO
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
Colorado(1/27/2022)
Exams
Current Firm
MA
MUTUAL ADVANTAGE, LLC
ENJOY THE RIDE: FINANCIAL + LIFE PLANNING | MUTUAL ADVANTAGE, LLC | MUTUAL ADVANTAGE, INC.
CRD#: 112620 / SEC#:
Colorado
Registered Investment Advisory firm - (11/21/2000 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Boulder, CO
Mailing Address
Phone number
(303) 717-0925
Established
Firm type
Fiscal year end
# of Employees
2
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.
