SARAH M. TENHUNDFELD
TRUEPOINT | Associate Wealth Advisor
Blue Ash, OH 45242
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CRD#: 6640399
Professional summary
SARAH MARIE TENHUNDFELD, CFP®, who also goes by Sarah Marie Smith, Sarah Smith, is a registered financial advisor currently at TRUEPOINT, INC. located in Blue Ash, Ohio.
SARAH is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. SARAH has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Sarah began her career in financial services in 2012 and has been influenced by a quote from Warren Buffet, “Predicting rain doesn’t count. Building arks does.” As a CERTIFIED FINANCIAL PLANNER™ professional, Sarah is passionate about helping her clients pursue their long-term financial goals and believes you can only build a financial plan once you know who and what is important to someone.
Sarah earned a B.B.A in Finance from the University of Cincinnati and maintains the CERTIFIED FINANCIAL PLANNER® certification. Outside of the office, Sarah enjoys assisting non-profits with their fundraising efforts, volunteering in her church’s nursery, and spending time with her husband, daughter, and their two dogs.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Retirement Planning
Education Planning
Tax Planning
Life Transitions
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
Sarah Marie Smith | Sarah Smith
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.
PINNACLE WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Pinnacle Wealth Management - Advisory, RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 117 START DATE: 04/01/2016 ADDRESS: 9100 West Chester Towne Centre Drive, Suite 225, West Chester OH 45069, United States DESCRIPTION: Pinnacle Wealth Management, Inc. is our RIA. PINNACLE WEALTH MANAGEMENT, INC. POSITION: Financial Advisor NATURE: PINNACLE WEALTH MANAGEMENT, INC-RIA-INVESTMENT ADVISORY-INVESTMENT RELATED-START DATE 9/2016 LOCATED AT 9100 W CHESTER TOWNE CTR; WEST CHESTER, OH 45069-3106 INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 09/01/2016 ADDRESS: 9100 West Chester Towne Centre Drive, Suite 225, West Chester OH 45069, United States DESCRIPTION: Supporting senior advisors by preparing reviews, answering client phone calls, etc.
CRS (Client Relationship Summary) - RIA
Click below to view SARAH MARIE TENHUNDFELD'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®
CFP®
Start date: 2018
Experience
Current
January 2, 2024 - Present
TRUEPOINT, INC.
Office #1: 9999 Carver Road, Blue Ash, OH 45242RIA
CRD#: 105664
Blue Ash, OH
Past
November 1, 2022 - August 18, 2023
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
Cincinnati, OH
Past
September 18, 2019 - January 3, 2023
ASSET ADVISORY GROUP INC
RIA
CRD#: 107929
CINCINNATI, OH
Past
September 7, 2016 - July 23, 2019
PINNACLE WEALTH MANAGEMENT, INC.
RIA
CRD#: 121065
WEST CHESTER, OH
Past
July 15, 2016 - July 23, 2019
SECURITIES AMERICA, INC.
BD
CRD#: 10205
WEST CHESTER, 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".
TI
TRUEPOINT, INC.
ACS FINANCIAL ADVISORS LLC | TRUEPOINT, INC. | TRUEPOINT WEALTH COUNSEL, LLC | TRUEPOINT INSTITUTIONAL ADVISORS, LLC | TRUEPOINT FINANCIAL | TRUEPOINT FAMILY OFFICE | TRUEPOINT CAPITAL, LLC | COMMAS
CRD#: 105664 / SEC#: 801-25433
RIA
Registered Investment Advisory firm - (10/25/1985 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
Ohio(1/2/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TI
TRUEPOINT, INC.
ACS FINANCIAL ADVISORS LLC | TRUEPOINT, INC. | TRUEPOINT WEALTH COUNSEL, LLC | TRUEPOINT INSTITUTIONAL ADVISORS, LLC | TRUEPOINT FINANCIAL | TRUEPOINT FAMILY OFFICE | TRUEPOINT CAPITAL, LLC | COMMAS
CRD#: 105664 / SEC#: 801-25433
RIA
Registered Investment Advisory firm - (10/25/1985 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9999 Carver Road Suite 200, Cincinnati, OH 45242
Mailing Address
Phone number
(513) 792-6648
Established
Firm type
Fiscal year end
# of Employees
95
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,863 |
| AUM (Assets Under Management) | $ 5,391,465,030 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/08/2024 | ||
| 10/06/2023 | ||
| 01/11/2023 |
Red Flags
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Company Information
TRUEPOINT, INC.
Associate Wealth AdvisorCRD#: 105664Blue Ash, OH 45242TRUST BUT VERIFY
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Contact information
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