Susie Kaufman
Senior Registered Client Associate
Susie Kaufman was with Wells Fargo Advisors and its predecessors from 2004 to 2026. She remained with Virtuent of TSG Wealth Management as they made the move to the Wells Fargo Advisors Financial Network (WFAFN) in April of 2026. She has more than 20 years in the industry. She has been in the client service sector for much of her career and she finds great satisfaction in helping clients with all aspects in her role, from opening accounts, to working with internal and external partners to ensure deposits are applied appropriately and transferred timely. Susie was handpicked to join the pre cursor to the Virtuent Team in 2011 and has remained a huge asset to everyone on the team. She received a plaque from a client that says, “Got a problem? SOLUTION LADY,” which has become a fixture on her desk. She was honored by Wells Fargo Advisors as a Team Member of the Year in 2015.*
To stay on top of her field and develop her professional skills, she regularly attends industry training and certification programs. She has been involved in multiple conversions of our ever-emerging companies and shares her thoughts and expertise during our weekly team meetings.
Susie enjoys travelling and Ireland is an all-time favorite destination. She and her husband enjoy the mountains and the back country of Colorado. Susie raised two children and now enjoys spending time with her grandkids.
Registrations, Licenses & Certifications
- FINRA Series 7 – General Securities Representative
- FINRA Series 65 Registration
- Life, Accident, Health, and Variable Annuity Licenses
- CA Insurance License Number: 0H54230. Resident State: CO.
*The Team Member of the Year award is given to team members for their service and commitment to the vision, values, and goals of the practice.
Susie Kaufman’s Favorite Quote:
“It’s not brain surgery; nobody is going to die.”
– UNKNOWN