Sarah Rentschler (CRD# 6677283) is an Investment Advisor Representative working at Avantax Advisory Services in Aurora, CO and has over 6 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Timewise Financial LLC | Aurora, CO | Oct 2022 - Current | 1 |
| Avantax Investment Services, Inc. | Aurora, CO | Jul 2016 - Current | 7 |
| Alan R. Piehl, Cpa Pc | Aurora, CO | Jun 2016 - Current | 7 |
| Alan R. Piehl Pc | Aurora, CO | Jun 2016 - Current | 7 |
| The Summit Steakhouse | Aurora, CO | Jul 2015 - Jul 2016 | 1 |
| The Embassy Suites | Denver, CO | Mar 2015 - Jul 2015 | < 1 |
| Compleat Gourmet | Centennial, CO | Oct 2014 - Mar 2015 | < 1 |
| Unemployed | Colorado Springs, CO | Aug 2014 - Oct 2014 | < 1 |
| Sonterra Grill | Colorado Springs, CO | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
| S63 | Uniform Securities State Law Examination | Sep 2017 |
- CO
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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