Sarah
Brace

Org Partners

CRD#2807927
Investment Advisor
in Roanoke, IN

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About this Advisor

Sarah Brace is a financial advisor operating in Roanoke, Indiana with 2 years of industry experience. Brace is an advisor for Org Partners. The advisor has gained experience at Wealthshield Partners, LLC, Bridge Advisory, Purshe Kaplan Sterling Investments, Org Partners, LLC, Wealthshield Partners Dba Tinker Capital, Cs Financial and United Planners' Financial Services. Brace holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Org Partners is a financial advisory firm that has its headquarters in Roanoke, IN. The investment advisory business has offices in 12 locations and a total of 22 people on staff. It controls $895 million in assets between its 2,917 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 2,917 customer accounts, just 12% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees largely are based on the services provided. Fees charged by Org Partners may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

13548 Zubrick Road
Roanoke, IN 46783

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Org Partners Brokerage Details

Total Assets Under Management

$894,964,733

IN Average: $1,347,246,178
Total Number of Employees

22

IN Average: 46
Total Number of Accounts

2,917

IN Average: 1,775
Average Account Size

$306,810

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Sarah Brace Work History

Sarah has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Org Partners, LLC

2020 - Present (4 years)

Purshe Kaplan Sterling Investments

2020 - 2021 (1 year)

Wealthshield Partners, LLC

2020 - 2021 (1 year)

Wealthshield Partners Dba Tinker Capital

2009 - 2020 (11 years)

Bridge Advisory

2009 - 2018 (9 years)

United Planners' Financial Services

2000 - 2014 (14 years)

Cs Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sarah Brace to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Org Partners

Catherine Bailey
Roanoke, IN
Dominic Messina
Roanoke, IN
Steve Lowe
St Thomas, VI
Angel Way
Roanoke, IN
Matthew Vegel
Brunswick, OH
William Little
Dallas, TX
Jeffrey Cismoski
Roanoke, IN
George Elias
Brunswick, OH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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