Susan Shaffer Trammel
Investment Adviser Representative at Missionsquare Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Susan Shaffer Trammel is an investment adviser representative in Plymouth, MN, currently registered with Missionsquare Retirement and Missionsquare Wealth Management. They have worked in the securities industry since 2013 and were previously registered with Rubicon Global Asset Management, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in 10 states.
Registrations & licenses
- Investment adviser:
- Alaska, Colorado, Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, South Dakota, Wisconsin
- Broker:
4 states and territories
Alaska, Minnesota, North Dakota, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Minnesota Life Insurance CoJan 2020 – Feb 2021St Paul, MN
- Securian Financial Services IncMar 2020 – Feb 2021St Paul, MN
- Minnesota Life Insurance CoNov 2015 – Dec 2019St Paul, MN
- ICMA-RC Services, LLCMar 2021 – no end date reportedWashington, DC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Missionsquare Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Not disclosed
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 146
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Washington, DC
- SEC file number:
- 801-135346
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 27, 2026
View full firm profileOther advisors at Missionsquare Wealth Management
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Susan Shaffer Trammel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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