Suzanne Rismiller, financial advisor Houston TX

Suzanne Rismiller

CRD 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.

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Nxt:gen Financial Planning
Company Name Location Dates Years
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
Contact Info for Suzanne D. Rismiller
By the Numbers
  • Total Assets Under Management
    27,024
    MILLIONS
  • Total Number of Accounts
    30,576
    ACCOUNTS
  • Average Account Value
    $883,838
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

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.

 

Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

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