Sailer Financial, Inc.

Sailer Financial, Inc. (CRD# 127411) is a financial advisory firm headquartered in Brentwood, TN. They manage $302,713,741 in 608 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    608
    ACCOUNTS
  • Average Account Value
    $497,884
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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, Inc.
Showing 1 - 4 of 4 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, Inc. in Brentwood, TN and has over 28 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, Inc. in Brentwood, TN and has over 8 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
Jenny E. Wilson
CRD#: 5506027
320 Seven Springs Way, Suite 130, Brentwood, TN 37027
93
Wealthminder
score

Jenny Wilson (CRD# 5506027) is an Investment Advisor Representative working at Sailer Financial, Inc. in Brentwood, TN and has over 7 years of experience in the finance industry.

4
Andrew C. Michael
CRD#: 6512895
320 Seven Springs Way, Suite 130, Brentwood, TN 37027
90
Wealthminder
score

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

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