Susan Fellman is a registered investment advisor, based in Cincinnati, OH, with 20 years of industry experience.
Location
One Financial Services, Cincinnati, OH, 45242
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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 →Employment History
Current Registrations
Augustar Distributors, INC.Broker
November 2023 - Present · 2 yrs 6 mos
On Investment Management CO
February 2016 - Present · 10 yrs 3 mos
The O.N. Equity Sales CompanyBroker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Ohio National Equities, INC.Broker
February 2016 - October 2018 · 2 yrs 8 mos
U.S. Bancorp Investments, INC.
November 2005 - January 2016 · 10 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
September 2005 - January 2016 · 10 yrs 4 mos
State Registrations1 state
IN
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.