Claim Profile
SV

Susan Lynne Vogel-Vanderson

THE RETIREMENT CORPORATION OF AMERICA·CINCINNATI, Ohio
Unclaimed Profile
10300 ALLIANCE ROAD, CINCINNATI, OH 45242-4770CRD# 6470566Firm CRD# 105994
01

About

Susan Lynne Vogel-Vanderson is a registered financial advisor based in CINCINNATI, Ohio, affiliated with THE RETIREMENT CORPORATION OF AMERICA. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
THE RETIREMENT CORPORATION OF AMERICA
THE RETIREMENT CORPORATION OF AMERICA
AUM
$632M
Regulatory assets under management
Employees
7
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6470566
Firm CRD# 105994
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Susan Lynne Vogel-Vanderson offer?
Susan Lynne Vogel-Vanderson specializes in Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Susan Lynne Vogel-Vanderson's credentials?
Susan Lynne Vogel-Vanderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Lynne Vogel-Vanderson located?
Susan Lynne Vogel-Vanderson is based in CINCINNATI, Ohio, working with THE RETIREMENT CORPORATION OF AMERICA. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Susan Lynne Vogel-Vanderson charge for services?
Susan Lynne Vogel-Vanderson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE RETIREMENT CORPORATION OF AMERICA?
THE RETIREMENT CORPORATION OF AMERICA has approximately 7 employees and manages $632M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty