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 5 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
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
Trust Investment Advisors Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2022 |
Trowbridge Capital Partners LLC.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Street Capital Partners, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Gimbal Financial, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |