Susan W. Maline
Professional summary
Susan Winker Maline, who also goes by Susan Cassandra Maline, Susan Cassandra Winker, Susan Winkermaline, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in North Platte, Nebraska.
Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Susan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Susan Winker Maline's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 18, 2023 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 101 S Chestnut St., Suite 1 Po Box 1269, North Platte, NE 69103-1269Primary Firm SEC Registration
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237 / SEC#: 801-50939
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/18/2023)
Current Firm
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237 / SEC#: 801-50939
Contact information
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 13,679 |
| AUM (Assets Under Management) | $ 6,933,162,284 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/20/2024 | ||
| 11/28/2023 |
Red Flags
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Company Information
AVANTAX PLANNING PARTNERS, INC.
CRD#: 106237North Platte, NE 69103-1269TRUST BUT VERIFY
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