Susan K. Severson

Lead Wealth Manager

Sue is a Lead Wealth Manager working with individuals nearing retirement or those that are already retired. She has over 28 years of experience in the financial services field and actively works with clients, accepting a limited number of new clients each year. When you meet with Sue, you will quickly pick up on her attention to detail and her willingness to go the extra step in helping clients determine and reach their goals now and in retirement. In her free time she enjoys reading, kayaking, spending time with family and friends, and supporting the ACS Relay for Life event, as well as various other charitable organizations in the community.

Certifications, Licenses, and Registrations

  • Registered Principal with Triad Advisors, LLC
  • Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

  • Series 6, 7, 24, 51, 63, 66
  • Bachelor's Degree - Business Administration; Wartburg College

Published Articles