Susan Loehr has more than 28 years of experience in the financial services industry and specializes in advising small business owners in the areas of retirement planning, estate planning, insurance needs, financing and capital structures. Before founding Loehr Financial Services in 2002, she was an Investment Representative with Edward Jones. Loehr Financial Services is affiliated with Dorsey & Company Inc. as its broker dealer. Prior to her experience in the investment business, Susan spent 16 years as a Commercial Banker.
She has successfully completed SEC/FINRA/NASAA examinations to attain the following registrations:
- Series 7 Full Registration/General Securities Representative
- Series 63 Uniform Securities Agent State Law Examination
- Series 65 Uniform Investment Advisor Law Exam
- Life, Health & Accident Insurance & Variable Annuity Examinations – Louisiana, Florida
Susan graduated from Louisiana State University with a degree in Business Statistics and Quantitative Methods. She also attended LSU Graduate School of Business and received certification from the American Institute of Banking.