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Sara Marie Gelsheimer

Sara M. Gelsheimer

SAVVY
Chesterfield, MO
Some features on this profile are disabled
CRD#: 5601968
Sara Marie Gelsheimer

Professional summary

Sara Marie Gelsheimer, AIF®, CFP®, who also goes by Sara M Meystedt, Sara Marie Meystedt, Sara Meystedt, is a registered financial advisor currently at SAVVY located in Chesterfield, Missouri.

Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Sara has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sara M Meystedt | Sara Marie Meystedt | Sara Meystedt

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 Sara Marie Gelsheimer'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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2011

Experience

Current

October 1, 2025 - Present

SAVVY

RIA
CRD#: 318493
Chesterfield, MO
Past

July 22, 2013 - October 10, 2025

PLANCORP, LLC

RIA
CRD#: 106599
ST. LOUIS, MO
Past

July 20, 2012 - July 9, 2013

BLUE OCEAN PORTFOLIOS, LLC

RIA
CRD#: 151546
CHESTERFIELD, MO
Past

December 16, 2009 - June 28, 2012

BLUE OCEAN PORTFOLIOS, LLC

RIA
CRD#: 151546
CHESTERFIELD, MO
Past

November 26, 2008 - February 2, 2009

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
ST. PETERS, MO

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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 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
Missouri
(10/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/15/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/20/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 11/25/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)
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Contact information

Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (38 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

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts3,776
AUM (Assets Under Management)$ 1,295,318,161

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

SAVVY

CRD#: 318493Chesterfield, MO

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