Sara Schauermann, financial advisor Cheyenne WY
89 score

Sara Schauermann

CRD Number: 6170972
Current Firm: Wells Fargo Advisors, LLC

Sara Schauermann (CRD# 6170972) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Cheyenne, WY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Cheyenne, WY Aug 2013 - Current 3
Wells Fargo Bank Na Cheyenne, WY Jun 2013 - Current 3
Jp Morgan Securities, LLC Fort Collins, CO Feb 2013 - May 2013 < 1
Jp Morgan Chase Bank Fort Collins, CO Feb 2013 - May 2013 < 1
Wells Fargo Bank, N.a. Casper, WY Sep 2011 - Feb 2013 1
Sanfords Casper, WY Jan 2011 - Sep 2011 < 1
University Of Wyoming Laramie, WY Aug 2006 - May 2011 4
The Mortgage Source, Inc. Laramie, WY Jan 2008 - Jan 2011 3
Laramie High School Laramie, WY Aug 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Sara M. Schauermann
Phone Number: 314-875-3000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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