Sarah Huelsman (CRD# 6349651) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Louisville, KY and has over 9 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Louisville, KY | Aug 2022 - Current | 1 |
| Merrill Lynch Wealth Management | Louisville, KY | Jun 2022 - Current | 1 |
| Ameriprise Financial Services, Inc. | Louisville, KY | Nov 2019 - Jun 2022 | 2 |
| Tiaa | Louisville, KY | Aug 2017 - Oct 2019 | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Louisville, KY | Aug 2017 - Oct 2019 | 2 |
| Axa Advisors, LLC | Ny, NY | Dec 2014 - Aug 2017 | 2 |
| Lpl Financial, LLC | Louisville, KY | Jul 2014 - Dec 2014 | < 1 |
| Old National Bank | Louisvillle, KY | Apr 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- KY
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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