Sarah S. Wells

FEE-ONLY FINANCIAL SERVICES

COLUMBIA, MO

CRD#: 3018359

Some features on this profile are disabled

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

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/12/1998

Uniform Investment Adviser Law Examination

Current Firm

FEE-ONLY FINANCIAL SERVICES LLC

CRD#: 116094 / SEC#:

Missouri

Registered Investment Advisory firm - (1/1/2003 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Columbia, MO

Mailing Address

Phone number

(573) 268-4658

Established

Firm type

Fiscal year end

# of Employees

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sarah S. Wells

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FEE-ONLY FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/1998

Current Firm

FEE-ONLY FINANCIAL SERVICES LLC

Contact information

Documents

Red Flags

Company Information

FEE-ONLY FINANCIAL SERVICES LLC

TRUST BUT VERIFY

Similar Advisors