Sarah Schwieterman (CRD# 7683103) is an Investment Advisor Representative working at Anderson Financial Strategies, LLC in Dayton, OH and has 1 year of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Anderson Financial Strategies, LLC | Dayton, OH | Jan 2022 - Current | 2 |
| Wright State University | Dayton, OH | Jan 2019 - Apr 2022 | 3 |
| Cgb Agri Financial Services Inc. | Louisville, KY | May 2021 - Dec 2021 | < 1 |
| Fort Recovery Industries, Inc. | Fort Recovery, OH | Jun 2019 - Apr 2021 | 1 |
| Jay County High School | Portland, IN | Aug 2015 - Dec 2018 | 3 |
| Fort Recovery Veterinary Center, Inc. | Fort Recovery, OH | Apr 2015 - Dec 2017 | 2 |
| East Jay Middle School | Portland, IN | Aug 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- OH
-
Total Assets Under Management246MILLIONS
-
Total Number of Accounts205ACCOUNTS
-
Average Account Value$1,198,454
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
OH, TX
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