Sadie Swisher (CRD# 6334185) is an Investment Advisor Representative working at Profusion Financial in Saint Louis, MO and has over 6 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Profusion Financial, Inc. | St Louis, MO | Oct 2018 - Current | 5 |
| Profusion Financial | Clayton, MO | Oct 2018 - Current | 5 |
| Prestige Staffing | Creve Coeur, MO | Mar 2018 - Sep 2018 | < 1 |
| Td Ameritrade | Chesterfield, MO | Sep 2017 - Mar 2018 | < 1 |
| Sole And Blues | St. Charles, MO | Feb 2017 - Oct 2017 | < 1 |
| Massmutual | St Louis, MO | Jul 2016 - Apr 2017 | < 1 |
| State Farm | Kirkwood, MO | Jan 2016 - Jun 2016 | < 1 |
| Axa Advisors | Clayton, MO | Aug 2015 - Dec 2015 | < 1 |
| Old Spaghetti Factory | Chesterfield, MO | Jul 2015 - Oct 2015 | < 1 |
| Krilogy Financial Group | Creve Couer, MO | May 2015 - Aug 2015 | < 1 |
| Maryville University | Chesterfield, MO | Nov 2014 - Jul 2015 | < 1 |
| Gordmans | Chesterfield, MO | Sep 2014 - Nov 2014 | < 1 |
| Edward Jones | St Louis, MO | Jun 2014 - Aug 2014 | < 1 |
| Gonzaga University | Spokane, WA | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2017 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- MO
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts229ACCOUNTS
-
Average Account Value$385,952
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA, MO, TX, VA
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