Suzanne RismillerCRD Number: 6877256
Current Firm: Oppenheimer & Company Inc.
Compensation Model: Fee Only
Suzanne D. Rismiller is a Director - Investments with the Houston-based Poindexter Group of Oppenheimer & Co., Inc. She also holds the Certified Financial Planner Professional (CFP®) designation. Her practice focuses on assisting individuals and families identify and work toward their goals. She advocates financial planning as an ongoing process; one that is regularly reviewed and adjusted.
Suzanne joined The Poindexter Group in 2017. In 2019, she was one of 45 Oppenheimer employees selected to participate in its Associate Financial Advisor program. As a part of this program, she assisted senior colleagues in activities related to financial planning. In 2022, a promotion to Director - Investments by Oppenheimer recognized her abilities and commitment to financial planning.
A Texas native, Suzanne spent a portion of her childhood growing up in France. This early immersion abroad instilled in her an interest in international relations. Suzanne graduated from the University of Texas at Austin with a bachelor’s degree in international relations and international business. She went on to earn her master’s degree in international business at Grenoble École de Management in France.
Suzanne lives in Houston and enjoys long walks with her dog Remi, volunteering with Harris County Junior League, participating in the Kappa Kappa Gamma Alumna Association, and tending to her garden.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Oppenheimer & Company Inc.||Houston, TX||Nov 2017 - Current||5|
|Grenoble Ecole De Management||Grenoble,||Sep 2016 - Oct 2017||1|
|The University Of Texas At Austin||Austin, TX||Aug 2012 - Aug 2016||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2018|
Total Assets Under Management27,024MILLIONS
Total Number of Accounts30,576ACCOUNTS
Average Account Value$883,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
General Securities Representative - (Series 7) Uniform Combined State Law Examination - (Series 66) – Life and Health Insurance License (TX). I am licensed in the following states: AZ, AR, CA, DE, FL, GA, HI, IL, KS, LA, MA, MS, MT, NH, NM, NC, OH, OK, OR, PA, SC, TX, VA, WA, WV. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States.
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