Sarah Wisniewski (CRD# 2340516) is an Investment Advisor Representative working at The Oak Ridge Financial Services Group, Inc. in Playa Del Rey, CA and has over 27 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oak Ridge Financial Services Group, Inc. | Golden Valley, MN | Mar 2023 - Current | 1 |
| Westpark Capital Inc. | Los Angeles, CA | Jun 2018 - Mar 2023 | 4 |
| Independent | Los Angeles, CA | May 2017 - Jun 2018 | 1 |
| Northstar Securities | Greenwood Village, CO | Feb 2017 - May 2017 | < 1 |
| Colony Northstar | Los Angeles, CA | Aug 2016 - May 2017 | < 1 |
| The Atlantic Group | New York, NY | Aug 2016 - May 2017 | < 1 |
| Unemployed | Playa Del Rey, CA | Dec 2015 - Jul 2016 | < 1 |
| National Planning Cooperation | Santa Monica, CA | Dec 2012 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- CA
- MN
-
Total Assets Under Management414MILLIONS
-
Total Number of Accounts1,349ACCOUNTS
-
Average Account Value$306,568
- A percentage of assets under your management
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