SUSAN MARIE KOE is an investment adviser representative (IAR) with state registration records since 2011, appearing at 3 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2025-09-17 | present | Yes |
| BETTER MONEY DECISIONS | 2016-04-20 | 2025-11-13 | — |
| VANGUARD ADVISERS, INC. | 2011-10-25 | 2016-02-19 | — |