Susan Anderson, CFS®, CRPC™
LPL Investment Adviser Representative
Susan Anderson is a seasoned Financial Advisor based in Maple Grove, Minnesota, proudly serving clients throughout the nation. She is passionate about helping people live the life they want—with clarity, confidence, and purpose. At M2 Financial Group, Susan guides individuals and families through life’s pivotal financial transitions, including retirement, widowhood, and divorce, using a personalized, goals-based approach that keeps clients’ best interests at the forefront.
*As reported by Financial Planning magazine, 1996-2025, based on total revenue.
Since joining M2 Financial Group in 2005, Susan has built a reputation for her caring, client-first philosophy and her ability to make complex financial topics easy to understand. She believes financial planning is about more than money—it’s about creating a roadmap that empowers clients to live intentionally and confidently.
Susan holds the Certified Fund Specialist (CFS®) and Chartered Retirement Planning Counselor™ (CRPC™) designations, reflecting her deep commitment to professional growth and specialized expertise. She focuses on:
- Retirement income and distribution strategies
- Tax-efficient investment management
- Legacy and estate planning
- Financial guidance through major life transitions
In 2024, M2 Financial Group partnered with LPL Financial, the nation’s largest independent broker-dealer* supporting independent advisors. This collaboration allows Susan to combine professional, relationship-driven advice with sophisticated technology and robust financial planning tools—enhancing the client experience from start to finish.
Outside of work, Susan enjoys life in Elk River, MN, with her husband, Mike; their children, Brady and Aubree; and their coonhound, Layla. She loves all things outdoors—glamping, riding ATVs, snowmobiling, traveling, and spending time at the lake. Among the family’s many adventures, Glacier National Park stands out as a favorite after an unforgettable 2024 trip.
Susan’s Favorites
- Local Restaurant: Broadway of Elk River
- Coffee Order: Medium Latte with Oat Milk, extra shot of espresso, half Vanilla flavor
- Sports Team: Any Minnesota Sports Team
- Movie/TV Show:Miss Congeniality
- Musician/Band: George Strait
- Quote:“Work hard, play hard.”