Sadie
Swisher
Profusion Financial
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About this Advisor
Sadie Swisher is a financial advisor based in Saint Louis, Missouri, working with Profusion Financial. Sadie has previously held positions at Td Ameritrade, Sole And Blues, Massmutual, State Farm, Axa Advisors, Krilogy Financial Group, Old Spaghetti Factory, Maryville University, Profusion Financial, Inc, Profusion Financial, and Prestige Staffing. Sadie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Sadie is part of Profusion Financial, which operates out of Saint Louis, Missouri. The firm has 2 employees and manages assets totaling $124.9 million. The firm serves high-net-worth clients and offers services such as financial planning services and portfolio management for individuals and small businesses. The fee structure at Profusion Financial includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
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Fee Structure
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Profusion Financial Brokerage Details
$124,930,000
2
263
$475,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sadie Swisher Work History
Profusion Financial, Inc
Profusion Financial
Prestige Staffing
Td Ameritrade
Sole And Blues
Massmutual
State Farm
Axa Advisors
Krilogy Financial Group
Old Spaghetti Factory
Maryville University
Disclosures
Please visit the SEC profile of Sadie Swisher 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 Profusion Financial
Saint Louis, MO
Saint Louis, MO
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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.
