Sarah Munson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 6 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
One North Jefferson Avenue, H0004-05C, St. Louis, MO, 63103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah is the treasurer for Boy Scouts of America Greater Hudson Valley Troop 376, spending minimal time per week monitoring the budget and reimbursing expenses. She is also a Ruling Elder at Katonah Presbyterian Church, dedicating a few hours per week to discussing mission events, fundraising, and budget-related activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Ernst & Young Investment Advisers LLP
State Registrations1 state
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