Sarah Braunshausen (CRD# 4553393) is an Investment Advisor Representative working at Fencl Advisory Services LLC in Lake Elmo, MN and has over 21 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 1506077
Abens Financial Services Inc.
CRD# 6049600
Abens Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calton & Associates, Inc. | Marble Falls, TX | Jun 2023 - Current | < 1 |
| Fencl Advisory Services, LLC | Cedar Falls, IA | Jun 2015 - Current | 8 |
| Guardian Life Insurance Co Of America | Minneapolis, MN | Jun 2012 - Current | 11 |
| Dominion Investor Services, Inc. | Horseshoe Bay, TX | Aug 2014 - Jun 2023 | 8 |
| Park Avenue Securities LLC | Minneapolis, MN | Jun 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
- IA
- MN
-
Total Assets Under Management63MILLIONS
-
Total Number of Accounts320ACCOUNTS
-
Average Account Value$196,875
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA, MN, TX
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