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Susan Lavelle Walzer

SCOUT INVESTMENTS, INC.·KANSAS CITY, Missouri
SIE, Series 7, Series 99TOClean recordSCOUT INVESTMENTS, INC.
1201 WALNUT ST, KANSAS CITY, MO 64106CRD# 2976646Firm CRD# 111787

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Lavelle Walzer · KANSAS CITY, MO
Registration
CRD #2976646 · SCOUT INVESTMENTS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SCOUT INVESTMENTS, INC.
CRD 111787 · SEC 801-60188
AUM
$33.0B
Regulatory assets under management
Employees
53
140 client accounts
Services offered by SCOUT INVESTMENTS, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at SCOUT INVESTMENTS, INC. →
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Frequently Asked Questions

What services does Susan Lavelle Walzer offer?
Susan Lavelle Walzer specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in KANSAS CITY, Missouri for a consultation.
What are Susan Lavelle Walzer's credentials?
Susan Lavelle Walzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Lavelle Walzer located?
Susan Lavelle Walzer is based in KANSAS CITY, Missouri, working with SCOUT INVESTMENTS, INC.. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does Susan Lavelle Walzer charge for services?
Susan Lavelle Walzer's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCOUT INVESTMENTS, INC.?
SCOUT INVESTMENTS, INC. has approximately 53 employees and manages $33.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SCOUT INVESTMENTS, INC.

Edward Rick Iv
KANSAS CITY, MO
James Lee Moffett
KANSAS CITY, MO
Damian Daniel Sousa
KANSAS CITY, MO
David Bruce Mckinney
KANSAS CITY, MO

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