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Susan Elizabeth Pack

Pomeroy Financial Planning, LLC.

Cincinnati, OH

CRD 4553482

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Employer firm

Pomeroy Financial Planning, LLC. CRD 120409

59 advisory clients

Reported services (Item 5G)

  • Financial planning
  • INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Pomeroy Financial Planning, Llc.

7850 5 Mile Rd, Cincinnati, OH 45230 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2020-05-15
OH RA APPROVED 2000-01-01
  • KY RA
    APPROVED
    Since 2020-05-15
  • OH RA
    APPROVED
    Since 2000-01-01

Branch Locations

7850 5 Mile Rd, Cincinnati, OH 45230 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pomeroy Financial Planning, Llc Cincinnati OH 08/1996 Present
Designations
  • Certified Financial Planner
  • Personal Financial Specialist
Other Names
  • Susan Elizabeth Rossfeld
  • Susan Elizabeth Calvert
  • Susan Elizabeth Pomeroy

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

More in Cincinnati, OH

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