Sara Schauermann, financial advisor Cody WY
90 score

Sara Schauermann

CRD Number: 6170972
Current Firm: Level Four Advisory Services

Sara Schauermann (CRD# 6170972) is an Investment Advisor Representative working at Level Four Advisory Services in Cody, WY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Cody, WY Mar 2017 - Current 1
Level Four Advisory Services Cody, WY Mar 2017 - Current 1
Wells Fargo Clearing Services, LLC Cheyenne, WY Nov 2016 - Mar 2017 < 1
Wells Fargo Advisors LLC Cheyenne, WY Oct 2014 - Nov 2016 2
Wells Fargo Bank Na Cheyenne, WY May 2013 - Oct 2014 1
Jp Morgan Securities, LLC Fort Collins, CO Feb 2013 - May 2013 < 1
Jp Morgan Chase Bank Fort Collins, CO Feb 2013 - May 2013 < 1
Wells Fargo Bank, N.a. Casper, WY Sep 2011 - Feb 2013 1
Sanfords Casper, WY Jan 2011 - Sep 2011 < 1
University Of Wyoming Laramie, WY Aug 2006 - May 2011 4
The Mortgage Source, Inc. Laramie, WY Jan 2008 - Jan 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
S63 Uniform Securities State Law Examination Nov 2013
Contact Info for Sara M. Schauermann
Phone Number: 972-665-0878
Registered State(s):
  • WY
By the Numbers
  • Total Assets Under Management
    2,211
    MILLIONS
  • Total Number of Accounts
    7,794
    ACCOUNTS
  • Average Account Value
    $283,717
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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