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Sarah Brechbuehl

22 Years of Experience
Gettysburg, PA
1 DisclosureBroker

Sarah Brechbuehl is a registered investment advisor at Cetera Investment Advisers LLC, based in Gettysburg, PA, with 22 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

675 Old Harrisburg Road, Gettysburg, PA, 17325

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History

Regulatory History (1)
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Customer Dispute
January 2012
Denied
Other Business Activities

Sarah administers trusts for ACNB Bank, serves as a board member for a performing arts organization and the Conewago Township Police Board, and holds power of attorney for her stepfather. She also assists her father in marketing his book series, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
August 2019 - Present · 6 yrs 9 mos
Cetera Investment Advisers LLC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Prudential Financial Planning Services
April 2017 - August 2019 · 2 yrs 4 mos
Pruco Securities, LLC.Broker
March 2017 - August 2019 · 2 yrs 5 mos
Ameriprise Financial Services, INC.
February 2015 - February 2017 · 2 yrs
Ameriprise Financial Services, INC.Broker
February 2015 - February 2017 · 2 yrs
Ameriprise Financial Services, INC.Broker
April 2014 - February 2015 · 10 mos
Ameriprise Financial Services, INC.
April 2014 - February 2015 · 10 mos
PNC Investments
November 2013 - April 2014 · 5 mos
PNC InvestmentsBroker
October 2013 - April 2014 · 6 mos
Invest Financial CorporationBroker
September 2009 - March 2013 · 3 yrs 6 mos
Invest Financial Corporation
September 2009 - March 2013 · 3 yrs 6 mos
Cuso Financial Services, L.P.
May 2006 - September 2009 · 3 yrs 4 mos
Cuso Financial Services, L.P.Broker
January 2005 - September 2009 · 4 yrs 8 mos
Morgan Stanley
February 2004 - January 2005 · 11 mos
Morgan Stanley Dw INC.Broker
January 2004 - January 2005 · 1 yr
Financial Network Investment CorporationBroker
August 2002 - December 2003 · 1 yr 4 mos
State Registrations3 states
MDPAVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sarah Brechbuehl - Financial Advisor | TrueAdvisor