SB
CFP · ChFC
SB
CFP · ChFC

Sarah Buehler

10 Years of Experience
Cedar Rapids, IA
BrokerSells Insurance

Sarah Buehler is a CFP, ChFC-designated registered investment advisor, based in Cedar Rapids, IA, with 10 years of industry experience.

Location

711 2nd Ave Se, Ste 200, Cedar Rapids, IA, 52401

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Sarah sells fixed insurance products as an agent/broker and also sells life, health, disability, fixed annuities, and long-term care insurance, dedicating a few hours per week to each. She also serves as treasurer for the Cedar Rapids Jaycees and works as a financial professional for Guide Wealth Partners, taking about a quarter of her time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
November 2015 - August 2023 · 7 yrs 9 mos
Securian Financial Services, INC.Broker
August 2015 - August 2023 · 8 yrs
State Registrations6 states
COFLIANETXWI
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 Buehler - Financial Advisor | TrueAdvisor