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SP

Sarah E. Parker

ABG CONSULTANTS
Columbia Station, OH
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CRD#: 5128945
SP
Sarah Elizabeth ParkerABG CONSULTANTS

Professional summary


Sarah Elizabeth Parker, who also goes by Sarah Elizabeth Woitek, is a registered financial advisor currently at ABG CONSULTANTS located in Columbia Station, Ohio and FIDUCIARY ADVISORS, LLC located in Columbia Station, Ohio.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Sarah has worked at 4 firms and has passed the Series 65 and Series 7 exams.

At a Glance


Always Fiduciary

Aliases


Sarah Elizabeth Woitek

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 Elizabeth Parker'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

August 12, 2026 - Present

ABG CONSULTANTS

RIA
CRD#: 131129
Columbia Station, OH
Current

August 12, 2026 - Present

FIDUCIARY ADVISORS, LLC

RIA
CRD#: 104189
Columbia Station, OH
Past

July 27, 2023 - August 4, 2026

SAGEVIEW ADVISORY GROUP, LLC

RIA
CRD#: 126777
Columbia Station, OH
Past

January 21, 2008 - April 8, 2010

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
RICHFIELD, OH

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".
AC
ABG CONSULTANTS
ABG CONSULTANTS | ALLIANCE BENEFIT GROUP CONSULTANTS | ALLIANCE BENEFIT GROUP | ABG CONSULTANTS, LLC | ABG CONSULTANTS, LC

CRD#: 131129 / SEC#: 801-69619

RIA
Registered Investment Advisory firm - (10/2/2008 Approved)
Utah
Registered Investment Advisory firm - (12/31/2011 Failure to Renew)

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
Ohio
(8/12/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/26/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam

Current Firm


AC
ABG CONSULTANTS
ABG CONSULTANTS | ALLIANCE BENEFIT GROUP CONSULTANTS | ALLIANCE BENEFIT GROUP | ABG CONSULTANTS, LLC | ABG CONSULTANTS, LC

CRD#: 131129 / SEC#: 801-69619

RIA
Registered Investment Advisory firm - (10/2/2008 Approved)
Utah
Registered Investment Advisory firm - (12/31/2011 Failure to Renew)
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Contact information


Main Address
6975 Union Park Ctr Suite 644, Cottonwood Heights, UT 84047
Mailing Address
9450 Sw Gemini Drive Pmb 65198, Beaverton, OR 97008
Phone number
(801) 486-5069
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (41 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ABG CONSULTANTS, LC BROCHURE (3/19/2025)

Regulatory assets under management


Total Number of Accounts2,898
AUM (Assets Under Management)$ 576,333,108

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/28/2025
Cover Page
12/05/2024
12/07/2023
02/13/2023

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ABG CONSULTANTS

CRD#: 131129Columbia Station, OH

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