Susan Michelle Fellman

Employer firm

On Investment Management Co CRD 105662

$3.15B regulatory AUM 308 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → Present
  The O.N. Equity Sales Company
  Cincinnati, OH
• 11/2023 → Present
  Augustar Distributors
  Cincinnati, OH

Previous Registrations

• 2005-11-18 → 2016-01-28
  U.S. Bancorp Investments, Inc.
  Hamilton, OH
  Hamilton, OH

Exams

• S66 Uniform Combined State Law Examination
  2005-11-10

Other Names

• Susan Michelle Gattermeyer