Sailer Financial, LLC

Sailer Financial, LLC (CRD# 127411) is a financial advisory firm headquartered in Brentwood, TN. They manage $320,259,382 in 667 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    320
    MILLION
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $480,149
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TN, TX

Financial Advisors at Sailer Financial, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Amy Chubbs
CRD#: 1811253
320 Seven Springs Way, Suite 130, Brentwood, TN 37027
96
Wealthminder
score

Amy Chubbs (CRD# 1811253) is an Investment Advisor Representative working at Sailer Financial, LLC in Brentwood, TN and has over 30 years of experience in the finance industry. Amy Chubbs 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.

2
Jeremy P. Hutzel
CRD#: 5527843
320 Seven Springs Way, Suite 130, Brentwood, TN 37027
96
Wealthminder
score

Jeremy Hutzel (CRD# 5527843) is an Investment Advisor Representative working at Sailer Financial, LLC in Brentwood, TN and has over 9 years of experience in the finance industry. Jeremy Hutzel 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.

3
Pamela N. Talley
CRD#: 6195803
340 Seven Springs Way, Suite 710, Brentwood, TN 37027
93
Wealthminder
score

Pamela Talley (CRD# 6195803) is an Investment Advisor Representative working at Sailer Financial, LLC in Brentwood, TN and has over 4 years of experience in the finance industry. Pamela Talley 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.

4
Jenny E. Wilson
CRD#: 5506027
340 Seven Springs Way, Suite 710, Brentwood, TN 37027
93
Wealthminder
score

Jenny Wilson (CRD# 5506027) is an Investment Advisor Representative working at Sailer Financial, LLC in Brentwood, TN and has over 9 years of experience in the finance industry.

5
Andrew C. Michael
CRD#: 6512895
340 Seven Springs Way, Suite 710, Brentwood, TN 37027
90
Wealthminder
score

Andrew Michael (CRD# 6512895) is an Investment Advisor Representative working at Sailer Financial, LLC in Brentwood, TN and has 1 year of experience in the finance industry.

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