Susan Elaine Koontz

Employer firm

Voya Retirement Advisors, LLC CRD 3989

$37.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 12/2011 → 03/2022
  Lincoln Financial Group
  Fort Wayne, IN
• 03/2022 → 12/2022
  Cx Institutional
  Auburn, IN
• 05/2023 → 12/2024
  American United Life
  Fort Wayne, IN
• 01/2024 → 12/2024
  Oneamerica Securities
  Fort Wayne, IN
• 01/2023 → 04/2023
  Unemployed
  Fort Wayne, IN
• 01/2025 → Present
  Voya Retirement Advisors, Llc
  Fort Wayne, IN
• 01/2025 → Present
  Voya
  Fort Wayne, IN

Previous Registrations

• 2024-01-18 → 2025-01-06
  Oneamerica Securities, Inc.
  Fort Wayne, IN
  Indianapolis, IN
• 2022-04-05 → 2022-12-15
  Cx Institutional, Llc
  Auburn, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-04