Sarah J. Braunshausen
Professional summary
Sarah Jane Braunshausen, who also goes by Sarah Jane Braunshavsen, Sarah J Robson, is a registered financial advisor currently at FENCL ADVISORY SERVICES, LLC located in Lake Elmo, Minnesota and CALTON & ASSOCIATES, INC. located in Marble Falls, Texas.
Sarah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Sarah has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Jane Braunshausen's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 10, 2015 - Present
FENCL ADVISORY SERVICES, LLC
June 29, 2023 - Present
CALTON & ASSOCIATES, INC.
Office #1: 1002 Marble Heights Drive Suite 101, Marble Falls, TX 78654August 18, 2014 - July 19, 2023
DOMINION INVESTOR SERVICES, INC.
January 9, 2014 - August 26, 2014
PARK AVENUE SECURITIES LLC
August 16, 2002 - August 26, 2014
PARK AVENUE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/29/2023)
(6/10/2015)
(6/29/2023)
(6/29/2023)
(11/8/2019)
(6/29/2023)
(6/29/2023)
(6/29/2023)
Exams
FINRA
Current Firm
FENCL ADVISORY SERVICES, LLC
CRD#: 115904 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 340 |
| AUM (Assets Under Management) | $ 87,500,000 |
Red Flags
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