Susan Rebecca Bowersox
Investment adviser representative at Wealthspire Retirement Advisory
21 yearsExperience
2 statesRegistered in
ChFC®Designation
$38.6BFirm 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
21 years in the industry.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Devon Investment Advisory, LldJul 2020 to now
- Nfp Retirement, Inc.Nov 2023 to Oct 2025
- Sage Settlement ConsultingMar 2005 to Jan 2021
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 7280565
- Firm CRD
- 121254