Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Elaine Koontz is an investment advisor representative registered with Oneamerica Securities, Inc. Susan is licensed to provide investment advice in Indiana. Susan has been in the financial industry since December 2011. Susan has worked for various firms including Lincoln Financial Group, CX Institutional, American United Life, and Oneamerica Securities, Inc. Susan has a Series 65 license and specializes in providing financial planning and portfolio management for both individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
01/18/2024 - Present
Oneamerica Securities, Inc. (Fort Wayne IN)
IA
Issued 04/04/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Susan Koontz is the right advisor for you? Invested Better is here to help.
