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Susan Kathleen Feller

Advisor at Wells Fargo Advisors — Bourbonnais, IL

Updated today

Credentials

Series 63, Series 65

Experience

21 years

Location

Bourbonnais, IL 60914

Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Total advisors

4,147

Across 1,136 offices

Clients per advisor

110 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

About

Susan Feller is a financial advisor with Wells Fargo Advisors in Bourbonnais, IL, holding Series 63 and Series 65 designations and 21 years of industry experience. She has been with Wells Fargo Advisors and related affiliates since 2009. Outside of her advisory work, she serves on the finance committee of St. Margaret Mary Catholic Church and is involved in her family’s farm business and her spouse’s architecture and construction enterprises. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options and tailored recommendations supported by Wells Fargo research and tools.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

See office

Bourbonnais, IL

232 Main Street NW, [Satellite]

Bourbonnais IL 60914

Advisors at this office

5

Most active in

Illinois · Texas

Work history

21 years of industry experience

Wells Fargo Advisors

2022 - Present • 4 years

Bourbonnais, IL

Wells Fargo Clearing

2016 - 2022 • 6 years

Bourbonnais, IL

WELLS FARGO ADVISORS LLC

2009 - 2016 • 7 years

Bourbonnais, IL

Citigroup Global Markets

2005 - 2009 • 4 years

Bourbonnais, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul G

Series 63, Series 66

Kankakee, IL

Gianotti Wealth Advisory

Paul Gianotti is a financial advisor with Gianotti Wealth Advisory in Kankakee, Illinois, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Mutual Advisors, LLC, LPL Financial, and Linsco/Private Ledger Corp. He also works as an independent insurance agent on a part-time basis. Gianotti Wealth Advisory provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative analysis, offering a core passive allocation with active tactical adjustments and discretionary portfolio management aligned with documented client risk tolerance.

General retirement planning Annuities College savings (529s, UTMA, etc.) Debt management Wealth management
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Noah P

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Noah Posthumus is a financial advisor at Rooted Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining Rooted Wealth Advisors, he worked for ten years at Taylor Chrysler Dodge. Outside of his advisory role, he operates Little Buddy's Lawn Care, a lawn care and landscaping business in Bourbonnais, IL. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach with seven advisors serving about 1,425 clients.

Annuities Retirement income strategy Retired
user avatar

Alexander A

Series 63, Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Alexander Allegro is a financial advisor at Rooted Wealth Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*TRADE Securities. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a team approach and fundamental analysis to develop individualized investment policies, managing approximately $317 million in discretionary assets across about 1,425 clients.

Annuities Retirement income strategy Retired
user avatar

Andrew L

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Andrew Lee is a financial advisor at Rooted Wealth Advisors in Bloomington, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Rooted Wealth Advisors, he worked at J.B. Lee Transportation and held positions at Illinois State University and Monmouth College. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach to serve about 1,425 clients with seven advisors.

Annuities Retirement income strategy Retired
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John S

Series 65

Bourbonnais, IL

Rooted Wealth Advisors

John Savarino is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding a Series 65 designation and five years of industry experience. His prior work includes roles at AE Wealth Management, Napleton Auto Group, TAYLOR AUTO GROUP, and DICK's Sporting Goods. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $317 million in discretionary assets. The firm uses a team approach with fundamental analysis and third-party institutional money managers to implement asset allocation, serving about 1,425 clients across multiple offices.

Annuities Retirement income strategy Retired
user avatar

Joseph M

Series 63, Series 65

Bourbonnais, IL

Rooted Wealth Advisors

Joseph Mateja is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He worked at Country Capital Management Company for seven years before joining Rooted Wealth Advisors in 2021. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets, employs a team approach with seven advisors serving about 1,425 clients, and uses fundamental analysis alongside third-party institutional managers to implement asset-allocation strategies.

Annuities Retirement income strategy Retired
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