Sarah Boyer is a CFP-designated registered investment advisor, based in Sheboygan, WI, with 6 years of industry experience.
Location
825 South Taylor Dr, Sheboygan, WI, 53081
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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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Sarah works as a senior advisor at Vesta, managing client relationships and providing financial advising. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
April 2024 - Present · 2 yrs 1 mo
Cetera Financial Specialists LLC
April 2024 - Present · 2 yrs 1 mo
Cetera Investment Advisers LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Robert W. Baird & CO. Incorporated
December 2019 - March 2024 · 4 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
August 2019 - March 2024 · 4 yrs 7 mos
State Registrations7 states
CACOFLILKYNVWI
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.