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SW

Sarah S. Wells

FEE-ONLY FINANCIAL SERVICES
COLUMBIA, MO
Some features on this profile are disabled
CRD#: 3018359
SW

Professional summary

Sarah Schooler Wells MS., CFP®, who also goes by Sally Schooler, Sarah Dean Schooler, Sally Schooler Wells, Sally Wells, Sarah Schooler Wells, Sarah Wells, is a registered financial advisor currently at FEE-ONLY FINANCIAL SERVICES LLC located in Columbia, Missouri.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Sarah has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sally Schooler | Sarah Dean Schooler | Sally Schooler Wells | Sally Wells | Sarah Schooler Wells | Sarah Wells

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Schooler Wells MS.'s CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1996

Experience

Current

April 11, 2001 - Present

FEE-ONLY FINANCIAL SERVICES LLC

RIA
CRD#: 116094
COLUMBIA, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Missouri
(4/11/2001)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/12/1998
Uniform Investment Adviser Law Examination

Current Firm

FF
FEE-ONLY FINANCIAL SERVICES LLC
FEE-ONLY FINANCIAL SERVICES LLC

CRD#: 116094 / SEC#:

Missouri
Registered Investment Advisory firm - (1/1/2003 Approved)
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Contact information

Main Address
Columbia, MO
Mailing Address
Phone number
(573) 268-4658
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FEE-ONLY FINANCIAL SERVICES LLC

CRD#: 116094Columbia, MO

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