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SB

Sarah E. Boston

BOOKENDS FINANCIAL PLANNING
INDIANAPOLIS, IN 46227
Some features on this profile are disabled
CRD#: 4381138
SB

Professional summary

Sarah Elizabeth Boston, who also goes by Sarah E. Wetzel, Sarah Elizabeth Wetzel, is a registered financial advisor currently at BOOKENDS FINANCIAL PLANNING located in Indianapolis, Indiana.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Sarah has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 51 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sarah E. Wetzel | Sarah Elizabeth Wetzel

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.
Boston Solutions, LLC, is a non securities investment-related business located at 42 W. South St, Indianapolis, IN 46225 that began in 01/2020. Boston Solutions, LLC is a private dining and retail store. Sarah E. Boston is the owner and secretary, spending approximately 0 hours a month devoted to this business. Boston Cottages, LLC, is a non securities investment-related business located at 349 W. Hill Valley Rd, Indianapolis, IN 46217 that began in 08/2023. Boston Cottages, LLC is a real estate holding company. Sarah E. Boston is the owner and president, spending approximately 1 hour a month devoted to this business, none of which are during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Elizabeth Boston's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 2, 2020 - Present

BOOKENDS FINANCIAL PLANNING

Office #1: 7320 Us 31 S, Indianapolis, IN 46227
RIA
CRD#: 305301
INDIANAPOLIS, IN
Past

May 6, 2013 - December 31, 2019

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
INDIANAPOLIS, IN
Past

May 6, 2013 - December 31, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
INDIANAPOLIS, IN
Past

May 2, 2006 - May 2, 2013

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
BEECH GROVE, IN
Past

May 2, 2006 - May 2, 2013

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
BEECH GROVE, IN
Past

June 9, 2003 - October 6, 2005

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
GREENWOOD, IN
Past

January 22, 2003 - October 6, 2005

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

March 19, 2002 - January 7, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BOOKENDS FINANCIAL PLANNING
BOOKENDS FINANCIAL PLANNING | WETZEL INVESTMENT ADVISORS, INC.

CRD#: 305301 / SEC#: 801-117718

RIA
Registered Investment Advisory firm - (1/2/2020 Approved)

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
Florida
(11/26/2023)
IAR
Indiana
(1/2/2020)
IAR
Kentucky
(4/1/2025)
IAR
Ohio
(3/28/2025)
IAR
Texas
(1/2/2020)
IAR
Virginia
(9/25/2023)
IAR
West Virginia
(9/28/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/21/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/18/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 5/11/2012
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/27/2012
General Securities Principal Examination

Current Firm

BF
BOOKENDS FINANCIAL PLANNING
BOOKENDS FINANCIAL PLANNING | WETZEL INVESTMENT ADVISORS, INC.

CRD#: 305301 / SEC#: 801-117718

RIA
Registered Investment Advisory firm - (1/2/2020 Approved)
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Contact information

Main Address
7320 Us 31 S, Indianapolis, IN 46227
Mailing Address
Phone number
(317) 859-2502
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A: FIRM BROCHURE (6/10/2025)

Regulatory assets under management

Total Number of Accounts1,304
AUM (Assets Under Management)$ 288,955,121

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

BOOKENDS FINANCIAL PLANNING

CRD#: 305301Indianapolis, IN 46227

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