Merrill
47yrs
Top advisor by experience in Oklahoma City
35yrs
Suzanne Baxter
Full name on record: Suzanne Eileen Baxter
Financial advisor at Cetera Investment Advisers
Suzanne Baxter is a fiduciary financial advisor in Oklahoma City, Oklahoma, with 35 years in the industry. Suzanne joined Cetera Investment Advisers in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Suzanne holds the CFP® designation.
One of 641 advisors with offices in Oklahoma City, and one of 599 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience nationwide
OfficeOklahoma City, OK
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
Questions to ask Suzanne
Tailored to Suzanne’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Suzanne
How do I contact Suzanne?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Suzanne Baxter. Suzanne works from the Oklahoma City, OK office.
How long has Suzanne been a financial advisor?
Suzanne has been in the industry since 1991, about 35 years. Top 8% by experience nationwide.
What licenses does Suzanne hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Suzanne a fiduciary?
Suzanne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Suzanne paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Suzanne for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
B.B. Graham & Company
47yrs
Top advisor by experience at B.B. Graham & Company
Osaic Wealth
47yrs
Top 1% by experience in Oklahoma City
UBS Financial Services
46yrs
Top 1% by experience in Oklahoma
D.A. Davidson & Co.
46yrs
Top 1% by experience in Oklahoma
Morgan Stanley
46yrs
Top 1% by experience nationwide