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Susan Elaine Mitchell

Chief Compliance OfficerKoon Financial Planning & Consulting, LLCCRD 1453956

About Susan Elaine Mitchell

Susan Elaine Mitchell is listed as Chief Compliance Officer at Koon Financial Planning & Consulting, LLC in Greenwood, IN. Form ADV reports a beneficial ownership band of Under 5%. Susan Elaine Mitchell is associated with 4 registered advisers.

Reported ownership

Owns Under 5% of Koon Financial Planning & Consulting, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Susan Elaine Mitchell work?

Susan Elaine Mitchell is listed as Chief Compliance Officer at Koon Financial Planning & Consulting, LLC on SEC Form ADV.

How much of Koon Financial Planning & Consulting, LLC does Susan Elaine Mitchell own?

Form ADV reports a beneficial ownership band of Under 5%.

Koon Financial Planning & Consulting, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2023
View Koon Financial Planning & Consulting, LLC →

Trust Investment Advisors Wealth Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2022
View Trust Investment Advisors Wealth Management, LLC →

Trowbridge Capital Partners LLC.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Trowbridge Capital Partners LLC. →

Street Capital Partners, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Street Capital Partners, LLC →