Since 2009, Peter Baines has been helping individuals, families, and business owners with comprehensive wealth planning. By implementing tax advantaged wealth accumulation strategies, Peter and his team create integrated long-term financial plans that incorporate investments and insurance.
Wealthlink Advisors is a boutique Wealth Management company affiliated with Northwestern Mutual. Our team specializes in comprehensive financial planning.
Pamela Sussin
Associate Financial Advisor
Pamela Sussin has been with Northwestern Mutual since 2012. Prior to joining the Peter Baines' team, Pam was a Registered Sales Associate at J.P. Morgan Securities and a Registered Sales Assistant at Oppenheimer and Company. She holds her Series 7, Series 63, and Life, Disability & Long Term Care Insurance licenses.
General Information |
| Insurance License#: | 15335579 |
| Number of Years with Current Firm: | 14 |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
| Advisory Services Provided: | 401K Rollovers, Money Management, Portfolio Management, Financial Planning, Insurance Products & Annuities, Risk Management, Financial Planning for Individuals, Retirement Planning, Wealth Management, Education Funding and Planning |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Mortgages & Real Estate, Options & Futures, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Commodities, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Your Office, Video Conference, Our Offices |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Accident, Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Health |
Firm Information |
| Assets Managed by Advisor: | 60,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Commissions |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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