Jeffrey A. Sadler

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CRD#: 708228

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Allen Sadler was a registered financial advisor .

Jeffrey is a previously registered financial advisor and started their career in finance in 1990. Jeffrey had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 5, 1990 - May 15, 2009

GLACIERWEALTH

RIA

CRD#: 116372

BOISE, ID

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

GLACIERWEALTH

CRD#: 116372 / SEC#: 801-63381

RIA

Registered Investment Advisory firm - (6/27/2012 Terminated)

California

Registered Investment Advisory firm - (10/13/2018 Terminated)

Idaho

Registered Investment Advisory firm - (4/20/2012 Approved)

Montana

Registered Investment Advisory firm - (8/4/2015 Approved)

Oregon

Registered Investment Advisory firm - (6/25/2012 Approved)

Texas

Registered Investment Advisory firm - (4/22/2016 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

643 Denver St Ste 100, Whitefish, MT 59937

Mailing Address

P.o. Box 745, Whitefish, MT 59937-0745

Phone number

(800) 416-1063

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	166
AUM (Assets Under Management)	$ 39,544,772

Red Flags

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