Sara R. Bohn
Professional summary
Sara R Bohn, CFP® is a registered financial advisor currently at GREENLEAF FINANCIAL NETWORK, LLC located in Blacksburg, Virginia.
Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Sara has worked at 6 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 Sara R Bohn's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
February 1, 2018 - Present
GREENLEAF FINANCIAL NETWORK, LLC
October 20, 2014 - October 10, 2017
FIRST CITIZENS INVESTOR SERVICES, INC.
October 20, 2014 - October 10, 2017
FIRST CITIZENS INVESTOR SERVICES, INC.
August 25, 2014 - November 4, 2014
VERITY INVESTMENTS, INC.
August 22, 2014 - November 4, 2014
VERITY ASSET MANAGEMENT
May 11, 2011 - May 7, 2014
VSR FINANCIAL SERVICES, INC.
April 4, 2011 - May 7, 2014
VSR FINANCIAL SERVICES, INC.
January 17, 2003 - February 8, 2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/1/2018)
Exams
Current Firm
GREENLEAF FINANCIAL NETWORK, LLC
CRD#: 284165 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 319 |
| AUM (Assets Under Management) | $ 99,390,104 |
Red Flags
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