Susan Meissner, financial advisor Minerva OH

Susan Meissner

CRD Number: 5407023
Current Firm: Stratos Wealth Partners, Ltd

Susan Meissner (CRD# 5407023) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Minerva, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Minerva, OH Dec 2015 - Current 8
Stratos Wealth Partners, Ltd Minerva, OH Dec 2015 - Current 8
The Huntington Investment Company Columbus, OH Aug 2007 - Dec 2015 8
Sky Bank / Huntington National Bank Columbus, OH Sep 2002 - Dec 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2015
Contact Info for Susan E. Meissner
Phone Number: 440-519-2500
Registered State(s):
  • LA
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    10,316
    MILLIONS
  • Total Number of Accounts
    33,863
    ACCOUNTS
  • Average Account Value
    $304,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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