Sara GelsheimerCRD Number: 5601968
Current Firm: Plancorp, LLC
Sara Gelsheimer (CRD# 5601968) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 8 years of experience in the finance industry. Sara Gelsheimer 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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Plancorp, LLC||St. Louis, MO||Jul 2013 - Current||3|
|Blue Ocean Portfolios, LLC||Chesterfield, MO||Oct 2009 - Jul 2013||3|
|Lending Alternatives, LLC||Wentzville, MO||Feb 2009 - Jan 2013||3|
|Lending Alternatives Ii, LLC||Wentzville, MO||Feb 2009 - Jan 2013||3|
|Mark Twain Properties, LLC||Wentzville, MO||Feb 2009 - Jan 2013||3|
|The Financial Coach||Chesterfield, MO||Feb 2009 - Sep 2009||< 1|
|State Farm Vp Management Corp.||St. Peters, MO||Sep 2008 - Feb 2009||< 1|
|State Farm Insurance-agent Tom Wootten||St. Peters, MO||Aug 2008 - Feb 2009||< 1|
|Murray State University||Murray, KY||May 2007 - Aug 2008||1|
|Murray State University||Murray, KY||May 2004 - Aug 2008||4|
|2north Bistro||Cape Girardeau, MO||Jun 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2009|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management3,026MILLIONS
Total Number of Accounts5,624ACCOUNTS
Average Account Value$538,072
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MA, MD, MN, MO, MS, NH, NM, NY, OH, SC, TN, TX, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.