SB
SB

Sarah Abigail Brace

25 Years of Experience
Areas of Practice
Investment ManagementHigh Net WorthRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
718 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$772.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

13548 Zubrick Road, Roanoke, IN, 46783

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sarah volunteers at Huntington Hospital's gift shop and works as a notary public, dedicating minimal time to each. She also works in client services for ORG Partners DBA Tinker Capital, a registered investment advisor, nearly full-time.

Employment History
Current Registrations
Org Partners
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
December 2020 - December 2023 · 3 yrs
Wealthshield Partners, LLC
September 2020 - July 2021 · 10 mos
Pension Architects Advisory Group, LLC
June 2011 - April 2013 · 1 yr 10 mos
United Planners' Financial Services of America a Limited PartnerBroker
October 2009 - December 2018 · 9 yrs 2 mos
Bridge Advisory LLC
August 2009 - September 2020 · 11 yrs 1 mo
Nrp Financial, INC.Broker
July 2008 - October 2009 · 1 yr 3 mos
Aig Financial Advisors, INC.Broker
October 2005 - July 2008 · 2 yrs 9 mos
Sunamerica Securities, INC.Broker
August 2000 - October 2005 · 5 yrs 2 mos
Gateway Investment Services, INC.Broker
November 1996 - April 1997 · 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.