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Susan Kay Ojeda

G. A. Repple & Co.

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About Susan Kay Ojeda

Susan Ojeda is a financial advisor who has been working in the industry since 1986. Currently, Susan is registered with G. A. Repple & Co. and provides financial planning, educational seminars, and publication of periodicals services. In the past, Susan has been employed by CADARET, GRANT & CO., INC., AMERICAN GENERAL SECURITIES INCORPORATED, and BNL SECURITIES INC.. Susan holds the Series 7, Series 63, Series 6TO, and SIE licenses.

Firm Information

Susan Ojeda is currently registered with G. A. Repple & Co.. G. A. Repple & Co. is a Florida-based corporation registered as an investment adviser with the SEC and 51 state regulators. Formed in 1985, the firm offers financial planning, portfolio management for individuals, educational seminars, selection of other advisers, and publication of periodicals. They manage approximately $612 million in assets for 3,487 accounts.
G. A. Repple & Co.

101 NORMANDY ROAD

CASSELBERRY, FL 32707

$612.87M

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party asset management, services

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Susan Ojeda’s Registration & Firm History

MN

05/05/2005 - Present

G. A. Repple & Co. (SPRING LAKE PARK MN)

NY

06/20/1989 - 05/02/2005

CADARET, GRANT & CO., INC. (SYRACUSE NY)

AZ

01/16/1987 - 06/28/1989

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

NA

02/21/1986 - 02/23/1987

BNL SECURITIES INC.

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Licenses & Designations

BC

Issued 02/27/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Kay Ojeda.
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