Brennan Sarbaugh (CRD# 7853229) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Overland Park, KS and has 1 year of experience in the finance industry.
CRD# 4149143
Lpl Financial LLC
CRD# 1516688
Raymond James Financial Services Advisors, Inc.
CRD# 5844646
Creativeone Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors, LLC | Overland Park, KS | Jan 2024 - Current | < 1 |
| Sarbaugh Advisory Services | Overland Park, KS | Sep 2023 - Current | < 1 |
| Sarbaugh Financial | Overland Park, KS | Sep 2023 - Current | < 1 |
| Safe Harbor Financial Planning Group | Mission, KS | Apr 2023 - Sep 2023 | < 1 |
| True Peace Financial Solutions | Overland Park, KS | Jul 2021 - Mar 2023 | 1 |
| Micro Center | Overland Park, KS | Mar 2018 - Sep 2021 | 3 |
| Olathe South High School | Olathe, KS | Aug 2015 - May 2019 | 3 |
| Indian Trail Middle School | Olathe, KS | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- KS
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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