Susan M. Brotz
Principal Funds Distributor, Inc.
Financial Planner in Mequon, WI
Address:10054 N Range Line Rd
Mequon, WI 53092
About Susan M. Brotz
Susan Brotz is a financial professional at Principal Funds Distributor, Inc. located in Mequon, Wisconsin. Susan Brotz holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Susan Brotz provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Susan Brotz10054 N Range Line Rd
Mequon, WI 53092
Phone Number:
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Website:
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