SG
Sara E. Glakas
BLACK BARN FINANCIAL
Austin, TX 78756
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CRD#: 6168550
SG
Professional summary
Sara Ettner Glakas is a registered financial advisor currently at BLACK BARN FINANCIAL, LLC located in Austin, Texas.
Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Sara has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. YARD BAR, LLC; NON-INVESTMENT RELATED; ; 6700 BURNET RD., AUSTIN, TX; DOG PARK BAR; PASSIVE INVESTOR; 0 HOURS PER MONTH ARE DEVOTED TO THIS. 2. Name of Business: Women on the Verge of a Financial Breakthrough Podcast; Investment-related: No; Address: 7211 Grover Ave, Austin, Texas 78757; Nature of Business: Educational podcast focused on women and money; Position: Member; Start Date of Relationship: 11/15/2021; Hours/Months Devoted to the Business: 10 hrs/mo.; Hours/Months During Trading Hours: 0; Duties: Podcast co-host 3. YWCA Greater Austin, Non investment related, 2015 S. IH 35 Ste 110, Austin, TX 78741, advocacy group focused on generating change in racial justice and civil rights, empowerment and economic advancement of women and girls, and health and safety of women and girls, member on Board of Directors, member on Board of Directors, Feb 20, 2023, 5-7 hrs/mo, 0 hours per month, attend monthly Board meetings and committee meetings; actively participate in donor cultivation, event planning/assistance, strategic planning, building connections for the organization, working with staff, and providing expertise.
CRS (Client Relationship Summary) - RIA
Click below to view Sara Ettner Glakas's 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®
NoneExperience
Current
May 7, 2014 - Present
BLACK BARN FINANCIAL, LLC
Office #1: 2305 Hancock Drive, Ste. 105, Austin, TX 78756RIA
CRD#: 170885
Austin, TX
Past
March 4, 2013 - May 28, 2014
STRATEGIC FINANCIAL CONCEPTS, LLC
RIA
CRD#: 141849
SAN ANTONIO, TX
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".
BB
BLACK BARN FINANCIAL, LLC
BLACK BARN FINANCIAL, LLC
CRD#: 170885 / SEC#: 801-131357
RIA
Registered Investment Advisory firm - (10/29/2024 Approved)Illinois
Registered Investment Advisory firm - (11/14/2024 Terminated)Texas
Registered Investment Advisory firm - (11/14/2024 Terminated)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
Illinois(3/4/2022)
IAR
Texas(5/7/2014)
Current Firm
BB
BLACK BARN FINANCIAL, LLC
BLACK BARN FINANCIAL, LLC
CRD#: 170885 / SEC#: 801-131357
RIA
Registered Investment Advisory firm - (10/29/2024 Approved)Illinois
Registered Investment Advisory firm - (11/14/2024 Terminated)Texas
Registered Investment Advisory firm - (11/14/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2305 Hancock Drive, Ste. 105, Austin, TX 78756
Mailing Address
Phone number
(512) 368-9179
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 645 |
| AUM (Assets Under Management) | $ 160,042,036 |
Red Flags
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