SF
SF

Sarah Fosse

9 Years of Experience
Missoula, MT
Broker

Sarah Fosse is a registered investment advisor at Wells Fargo Advisors, based in Missoula, MT, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

970 Wyoming St Ste 301, Missoula, MT, 59801

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Wells Fargo Advisors
July 2022 - Present · 4 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2022 - Present · 4 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2018 - July 2022 · 3 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
November 2016 - July 2022 · 5 yrs 8 mos
State Registrations1 state
MT
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 Fosse - Financial Advisor | TrueAdvisor