Susan
Vasu
Landing Point Financial Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Susan Vasu is a financial advisor operating out of Avon, Ohio with a total of 2 years of industry experience. Vasu is an advisor for Landing Point Financial Group, LLC. Vasu has gained experience at Ameriprise Financial Services, Inc and Landing Point Financial Group, LLC. Vasu holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Ohio. Landing Point Financial Group, LLC is an advisory business operating out of Avon, OH. The firm has a total of 11 advisors. It administers $221 million in total assets between its 1,517 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 1,517 client accounts, just 12% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Landing Point Financial Group, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management largely are based on which service is provided. However, fees charged by Landing Point Financial Group, LLC most likely include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Landing Point Financial Group, LLC Brokerage Details
$221,365,583
11
1,517
$145,923
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Susan Vasu Work History
Susan has been registered as a financial advisor for 2 years.*
Landing Point Financial Group, LLC
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Susan Vasu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Landing Point Financial Group, LLC
Vermilion, OH
Avon, OH
Avon, OH
Avon, OH
Avon, OH
Avon, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
