Susan Mae Evans
Advisor at Lanark Financial, Inc. — Farmington, MO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, ChFC®, Series 63
Experience Industry experience
39 years
Location
Farmington, MO
Lanark Financial, Inc.
Multi-team
Susan Evans is a CFP® and ChFC® with 39 years of experience in the financial services industry. She has worked at NBC Securities, Inc. since 2019 and has been with Conservative Financial Services, Inc. since 1990. She serves on the Board of Directors of First State Community Bank. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm offers a range of fee-based advisory programs and managed-account platforms, combining fundamental and technical analysis with discretionary and non-discretionary management options.
Based on Lanark Financial, Inc.
Based on Lanark Financial, Inc.
$0 - $250,000: .50% to 2.50% annually (varies by Investment Manager, portfolio size, and advisory services complexity) $5,000 - $50,000: Minimum investment range for APS and RBC Advisor Programs $100,000+: Minimum for ProAM Program and Consulting Services (formerly Resource II) Program (some managers require up to $10 million minimums)
Lanark and advisors may receive commissions from sales of insurance and variable insurance products.
Performance-based fee arrangements with qualified clients, negotiated individually.
Account minimum: $50,000 Minimum fee: Minimum Program Fees may be applied per Account and may vary by IA Program, disclosed in the Client Profile. Fee-only: Financial Planning Fees negotiated flat fee or percentage of assets under management; typical range $100 to $10,000, may be higher or lower.
Farmington, MO
Farmington MO
Advisors at this office
1
Missouri
39 years of industry experience
NBC Securities, Inc.
2019 - Present • 7 years
Birmingham, AL
Conservative Financial Services, Inc.
1990 - Present • 36 years
Farmington, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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