Sarah S. Wells

FEE-ONLY FINANCIAL SERVICES LLC

COLUMBIA, MO

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CRD#: 3018359

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.

I hold an inactive Real Estate Broker's license in the State of Missouri. License No. 19990165522 I use the license for personal transactions only. I am not in the business of buying or selling property for financial planning clients. The license was issued by: Missouri Real Estate Commission 3605 Missouri Boulevard P.O. Box 1339 Jefferson City, MO 65102 573 751-2777 ASSISTANT PROFESSOR - TEACHER AND ADVISOR COLUMBIA COLLEGE 1001 ROGERS ST. COLUMBIA, MO 65216 BUSINESS IS NOT INVESTMENT-RELATED. BUSINESS IS HIGHER EDUCATION FULL TIME - 40/HOURS WEEK SINCE 08/15/1983

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)

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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)

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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

Documents

Latest Form ADV

Red Flags

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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

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