Susan Rene Sommer
Investment adviser representative at Universal Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$277.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Universal Financial Advisors, LLCAug 2022 to now
- Pfg Advisors, LLCDec 2021 to Aug 2022
- Securities America, Inc.Jul 2015 to Jun 2024
- Beam Asset ManagementApr 2015 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (MO).
Universal Financial Advisors, LLC
$277.5MAssets managed
331Clients
9Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2202276
- Firm CRD
- 318392