Paul Sauerbrunn (CRD# 1834087) is an Investment Advisor Representative working at Lpl Financial LLC in Woburn, MA and has over 35 years of experience in the finance industry. Paul Sauerbrunn 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.
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Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Woburn, MA | Jul 2021 - Current | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Andover, MA | Jun 1988 - Jul 2021 | 33 |
| Waddell & Reed, Inc. | Woburn, MA | May 1988 - Jul 2021 | 33 |
| Paul Sauerbrunn-rental Property | Andover, MA | May 2019 - Jun 2021 | 2 |
| Cummings Foundation | Woburn, MA | Sep 2017 - Nov 2020 | 3 |
| Cummings Foundation | Woburn, MA | Apr 2016 - May 2016 | < 1 |
| Cummings Foundation | Woburn, MA | Apr 2015 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1988 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1997 |
- MA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
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