Susan Leann Niedwick
Investment adviser representative at Cutler Investment Group
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Cutler Investment GroupOct 2020 to now
- Cutler Investment Counsel, LLCSep 2020 to now
- Check Capital Management IncFeb 2015 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cutler Investment Group
Legal name: Cutler Investment Counsel, LLC
$1.5BAssets managed
1,074Clients
21Advisers
22 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
- 2916012
- Firm CRD
- 128483