Susan Elizabeth Pack
CFP®Professional Summary
Susan Elizabeth Pack, CFP®, who also goes by Susan Elizabeth Calvert, Susan Elizabeth Pomeroy, Susan Elizabeth Rossfeld, is a registered financial advisor currently at POMEROY FINANCIAL PLANNING, LLC. located in Cincinnati, Ohio. Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Susan has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Social Security & Medicare Planning
Other Aliases
Susan Elizabeth Calvert, Susan Elizabeth Pomeroy, Susan Elizabeth Rossfeld
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CAPITAL ADVISORY SERVICES, LLC
Videos & Posts
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CAPITAL ADVISORY SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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CAPITAL ADVISORY SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
POMEROY FINANCIAL PLANNING, LLC.
Contact Information
Main Address
7850 5 Mile Rd, Cincinnati, OH 45230Phone Number
(513) 802-8898# of Employees
1Documents
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CAPITAL ADVISORY SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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CAPITAL ADVISORY SERVICES, LLC
State Registrations and Notice Filings
(5/15/2020)
(1/1/2000)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CAPITAL ADVISORY SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Susan Elizabeth Pack's CRS (Customer Relationship Summary).
Services Offered by Susan
- Financial Planning
- Estate & Legacy Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Social Security & Medicare Planning
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CAPITAL ADVISORY SERVICES, LLC
