Sarah Hussey (CRD# 4350095) is an Investment Advisor Representative working at Black Cat Wealth in Bozeman, MT and has over 23 years of experience in the finance industry. Sarah Hussey 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# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Black Cat Wealth LLC | Bozeman, MT | Feb 2021 - Current | 3 |
| Marital Analytics LLC | Bozeman, MT | Mar 2006 - Current | 18 |
| Financial Enhancement Group | Bozeman, MT | Dec 2016 - Apr 2021 | 4 |
| World Equity Group | Bozeman, MT | Jan 2017 - Mar 2018 | 1 |
| Lpl Financial LLC | Bozeman, MT | Mar 2006 - Dec 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
- MT
-
Total Assets Under Management12MILLIONS
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Total Number of Accounts40ACCOUNTS
-
Average Account Value$300,000
- 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
- Educational seminars/workshops
MT
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