Sara Sroka (CRD# 7058886) is an Investment Advisor Representative working at Bienvenue Wealth LLC in New Orleans, LA and has over 5 years of experience in the finance industry. Sara Sroka 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# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bienvenue Wealth LLC | New Orleans, LA | Jan 2019 - Current | 5 |
| Accountax Business Group LLC | Kenner, LA | Feb 2018 - Dec 2018 | < 1 |
| Smoothie King Company | New Orleans, LA | Aug 2016 - Feb 2018 | 1 |
| M.bergeron & Co, Cpas LLC | Houma, LA | Jun 2014 - Aug 2016 | 2 |
| Unemployed- Studying For Cpa | Queensbury, NY | Jul 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- LA
- TX
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts221ACCOUNTS
-
Average Account Value$301,711
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, TX
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