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Susan Louise Baum

BENEFITWORKS, INC.·LEBANON, Pennsylvania
Clean recordBENEFITWORKS, INC.
336 CUMBERLAND STREET, LEBANON, PA 17042CRD# 4450459Firm CRD# 109267

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Louise Baum · LEBANON, PA
Registration
CRD #4450459 · BENEFITWORKS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Susan Louise Baum is a registered financial advisor based in LEBANON, Pennsylvania, affiliated with BENEFITWORKS, INC.. 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
BENEFITWORKS, INC.
BENEFITWORKS, INC.
AUM
$9M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at BENEFITWORKS, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4450459
Firm CRD# 109267
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Louise Baum offer?
Susan Louise Baum specializes in Investment Management, Fee-Only Advisory. Contact their office in LEBANON, Pennsylvania for a consultation.
What are Susan Louise Baum's credentials?
Susan Louise Baum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Louise Baum located?
Susan Louise Baum is based in LEBANON, Pennsylvania, working with BENEFITWORKS, INC.. Their office serves clients in the LEBANON metropolitan area and surrounding communities.
How does Susan Louise Baum charge for services?
Susan Louise Baum'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 BENEFITWORKS, INC.?
BENEFITWORKS, INC. has approximately 1 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BENEFITWORKS, INC.

Brian Ray Peachey
LEBANON, PA
Brooks Richard Trefsgar
LEBANON, PA
Brooks Nelson Trefsgar
LEBANON, PA
Robert John Heerdt
LEBANON, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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