Susan Elaine Koontz
Investment adviser representative at Voya Retirement Advisors, LLC
15 yearsExperience
1 stateRegistered in
$37.5BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- VoyaJan 2025 to now
- Voya Retirement Advisors, LLCJan 2025 to now
- Oneamerica SecuritiesJan 2024 to Dec 2024
- American United LifeMay 2023 to Dec 2024
- UnemployedJan 2023 to Apr 2023
- Cx InstitutionalMar 2022 to Dec 2022
- Lincoln Financial GroupDec 2011 to Mar 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IN).
Voya Retirement Advisors, LLC
$37.5BAssets managed
7,672Clients
129Advisers
26 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
- 7516911
- Firm CRD
- 3989