Susan Marie Penno

Current Employers

Employment History

• 01/2016 → Present
  Sassetti, Llc
  Oak Brook, IL
• 08/2023 → Present
  Avantax Planning Partners
  Oak Brook, IL

Other Businesses

1.THE COLIN M UNGSTAD REVOCABLE TRUST DATED OCTOBER 11, 2005 POSITION: Successor Trustee NATURE: I am listed as a successor trustee on my husband's trust should he pre-decease me. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/11/2005 ADDRESS: 1524 Hadley Dr, Batavia IL 60510, United States DESCRIPTION: Should my husband pre-decease me, I will be the successor trustee for his trust and I will then hold, administer, dispose of all accepted trust property for the benefit of the beneficiaries, in accordance with the terms of the trust. 2.AVANTAX PLANNING PARTNERS POSITION: Independent Advisor Rep NATURE: Tax-Focused Investment StrategiesRetirement Planning and Withdrawal StrategiesFamily Risk ManagementBusiness PlanningLegacy Planning INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2023 ADDRESS: 2107 Swift Drive, Suite 210, Oak Brook IL 60523, United States DESCRIPTION: Tax planningRetirement planning and withdrawal strategiesBusiness planningLegacy PlanningCash flow management 3. NAME OF OTHER BUSINESS: SASSETTI LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/2008; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE TAX COMPLIANCE AND PLANNING SERVICES; 4. NAME OF OTHER BUSINESS: SASSETTI BENEFITS ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SERVICES; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; BRIEF DESCRIPTION OF DUTIES: SELL GROUP BENEFITS TO CLIENTS OF SASSETTI LLC;

Designations

Other Names

• Susan Ungstad
• Susan Marie Ungstad