Sarah Marie Tenhundfeld
CFP®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 Cincinnati, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
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...
Other Aliases
Sarah Marie Smith, Sarah Smith
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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CAPITAL ADVISORY SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
10 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ACS FINANCIAL ADVISORS LLC | TRUEPOINT, INC. | TRUEPOINT WEALTH COUNSEL, LLC | TRUEPOINT INSTITUTIONAL ADVISORS, LLC | TRUEPOINT FINANCIAL | TRUEPOINT FAMILY OFFICE | TRUEPOINT CAPITAL, LLC | COMMAS
Contact Information
Main Address
9999 Carver Road Suite 200, Cincinnati, OH 45242Phone Number
(513) 792-6648# of Employees
103SEC notice filing (32 States and Territories)
Registered to provide investment advisory services in 32 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
9,643AUM (Assets Under Management)
$6,392,730,954Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/22/2026 | Cover Page | Report |
| 01/23/2026 | Cover Page | Report |
| 07/08/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ACS FINANCIAL ADVISORS LLC | TRUEPOINT, INC. | TRUEPOINT WEALTH COUNSEL, LLC | TRUEPOINT INSTITUTIONAL ADVISORS, LLC | TRUEPOINT FINANCIAL | TRUEPOINT FAMILY OFFICE | TRUEPOINT CAPITAL, LLC | COMMAS
State Registrations and Notice Filings
(1/2/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view SARAH MARIE TENHUNDFELD's CRS (Customer Relationship Summary).
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