Sarah Paulson (CRD# 5795572) is an Investment Advisor Representative working at Valkyrie Financial in Appleton, WI and has over 11 years of experience in the finance industry. Sarah Paulson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 2186552
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valkyrie Financial LLC | Appleton, WI | Feb 2021 - Current | 3 |
| Associated Bancorp | Neenah, WI | Feb 2019 - Feb 2021 | 2 |
| Unemployed | Green Bay, WI | Nov 2018 - Feb 2019 | < 1 |
| Bank Of America - Merrill Lynch | Green Bay, WI | Oct 2014 - Nov 2018 | 4 |
| Unemployed | Green Bay, WI | Aug 2014 - Oct 2014 | < 1 |
| Ubs Financial Services | Brookfield, WI | Apr 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- WI
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$289,486
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
WI
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