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Susan Shannon Spraker

SPRAKER WEST WEALTH MANAGEMENT, INC·WINTER PARK, Florida
Clean recordSPRAKER WEST WEALTH MANAGEMENT, INC
334 W. MORSE BLVD., WINTER PARK, FL 32789CRD# 1339536Firm CRD# 147075

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Shannon Spraker · WINTER PARK, FL
Registration
CRD #1339536 · SPRAKER WEST WEALTH MANAGEMENT, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Susan Shannon Spraker is a registered financial advisor based in WINTER PARK, Florida, affiliated with SPRAKER WEST WEALTH MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SPRAKER WEST WEALTH MANAGEMENT, INC
SPRAKER WEST WEALTH MANAGEMENT, INC
AUM
$227M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1339536
Firm CRD# 147075
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Shannon Spraker offer?
Susan Shannon Spraker specializes in Financial Planning, Investment Management. Contact their office in WINTER PARK, Florida for a consultation.
What are Susan Shannon Spraker's credentials?
Susan Shannon Spraker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Shannon Spraker located?
Susan Shannon Spraker is based in WINTER PARK, Florida, working with SPRAKER WEST WEALTH MANAGEMENT, INC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.
How does Susan Shannon Spraker charge for services?
Susan Shannon Spraker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPRAKER WEST WEALTH MANAGEMENT, INC?
SPRAKER WEST WEALTH MANAGEMENT, INC has approximately 5 employees and manages $227M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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