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Susan Colleen Sawatzky

VICTORY WEALTH MANAGEMENT, LLC·REEDLEY, California
Clean recordVICTORY WEALTH MANAGEMENT, LLC
1592 11TH STREET, SUITE A, REEDLEY, CA 93654CRD# 5732676Firm CRD# 152221

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Colleen Sawatzky · REEDLEY, CA
Registration
CRD #5732676 · VICTORY WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Susan Colleen Sawatzky is a registered financial advisor based in REEDLEY, California, affiliated with VICTORY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
VICTORY WEALTH MANAGEMENT, LLC
VICTORY WEALTH MANAGEMENT, LLC
AUM
$31M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at VICTORY WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5732676
Firm CRD# 152221
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Colleen Sawatzky offer?
Susan Colleen Sawatzky specializes in Investment Management, Fee-Only Advisory. Contact their office in REEDLEY, California for a consultation.
What are Susan Colleen Sawatzky's credentials?
Susan Colleen Sawatzky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Colleen Sawatzky located?
Susan Colleen Sawatzky is based in REEDLEY, California, working with VICTORY WEALTH MANAGEMENT, LLC. Their office serves clients in the REEDLEY metropolitan area and surrounding communities.
How does Susan Colleen Sawatzky charge for services?
Susan Colleen Sawatzky's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VICTORY WEALTH MANAGEMENT, LLC?
VICTORY WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Todd Raymond Sorensen
REEDLEY, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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