Susan Otto Goodell
Investment adviser representative at Otto & Associates, Inc.
17 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$286.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Otto & Associates, Inc.Nov 2013 to now
- Otto and AssocitesJun 2009 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 5 states (NC, NH, NY, TX, VT).
Otto & Associates, Inc.
$286.6MAssets managed
152Clients
3Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5895496
- Firm CRD
- 109493