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Suzanne Michelle Mccoy

TOTAL WEALTH ADVISORS, LLC·HOPKINS, Minnesota
Clean recordTOTAL WEALTH ADVISORS, LLC
809 MAINSTREET, HOPKINS, MN 55343CRD# 2266347Firm CRD# 164633

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Suzanne Michelle Mccoy · HOPKINS, MN
Registration
CRD #2266347 · TOTAL WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Suzanne Michelle Mccoy is a registered financial advisor based in HOPKINS, Minnesota, affiliated with TOTAL WEALTH ADVISORS, LLC. 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
TOTAL WEALTH ADVISORS, LLC
TOTAL WEALTH ADVISORS, LLC
AUM
$91M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TOTAL WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2266347
Firm CRD# 164633
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Suzanne Michelle Mccoy offer?
Suzanne Michelle Mccoy specializes in Financial Planning, Investment Management. Contact their office in HOPKINS, Minnesota for a consultation.
What are Suzanne Michelle Mccoy's credentials?
Suzanne Michelle Mccoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Suzanne Michelle Mccoy located?
Suzanne Michelle Mccoy is based in HOPKINS, Minnesota, working with TOTAL WEALTH ADVISORS, LLC. Their office serves clients in the HOPKINS metropolitan area and surrounding communities.
How does Suzanne Michelle Mccoy charge for services?
Suzanne Michelle Mccoy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOTAL WEALTH ADVISORS, LLC?
TOTAL WEALTH ADVISORS, LLC has approximately 2 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOTAL WEALTH ADVISORS, LLC

Paul Joseph Mccoy
HOPKINS, MN

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