SF
SF

Susan Feller

21 Years of Experience
Bourbonnais, IL
Broker

Susan Feller is a registered investment advisor at Wells Fargo Advisors, based in Bourbonnais, IL, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

232 Main Street Nw, [Satellite], Bourbonnais, IL, 60914

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Susan has several outside business activities, including a family farm, church finance committee, spouse's construction and architecture businesses, and ownership stakes in Vista Wealth Advisors, LLC and NSR Legacy, LLC. She dedicates nearly full-time hours to Vista Wealth Advisors, LLC.

Employment History
Current Registrations
Wells Fargo Advisors
March 2022 - Present · 4 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2009 - March 2022 · 12 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
April 2009 - March 2022 · 12 yrs 11 mos
Citigroup Global Markets INC.
February 2005 - May 2009 · 4 yrs 3 mos
Citigroup Global Markets INC.Broker
January 2005 - May 2009 · 4 yrs 4 mos
State Registrations36 states
ALARAZCACOCTFLGAHIIAIDILINKYLAMAMDMIMNMONCNDNJNMNYOHOKRISCTNTXUTVAWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Susan Feller - Financial Advisor | TrueAdvisor