Sarah Kaelberer (CRD# 2823422) is an Investment Advisor Representative working at B&e Investment Advisers, Inc. in Wayzata, MN and has over 26 years of experience in the finance industry. Sarah Kaelberer 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# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B & E Pension Advisers, Inc. | Wayzata, MN | Jul 2007 - Current | 16 |
| Valmark Securities, Inc. | Akron, OH | Feb 2003 - Current | 21 |
| Business & Estate Advisers, Inc. | Wayzata, MN | Sep 1996 - Current | 27 |
| B&e Investment Advisers, Inc. | Wayzata, MN | Sep 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
- MN
- WI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
MN, WI
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