Sarah
Sepulveda
Teach Plan Retire, Ael Wealth Management
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About this Advisor
Sarah Sepulveda is a financial advisor based in Salem, Oregon, working with Teach Plan Retire, Ael Wealth Management. Sarah has previously held positions at The H Group, Inc, Boys & Girls Club Of Salem, Marion And Polk Counties, Arts Midwest, St. Olaf College, and Teach Plan Retire, Ael Wealth Management. Sarah has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Sarah is part of Teach Plan Retire, Ael Wealth Management, which operates out of Salem, Oregon. The firm has 6 employees and manages assets totaling $200.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars, and other services. The fee structure at Teach Plan Retire, Ael Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Teach Plan Retire, Ael Wealth Management Brokerage Details
$200,536,056
6
918
$218,449
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
Sarah Sepulveda Work History
Teach Plan Retire, Ael Wealth Management
The H Group, Inc
Boys & Girls Club Of Salem, Marion And Polk Counties
Arts Midwest
St. Olaf College
Disclosures
Please visit the SEC profile of Sarah Sepulveda 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 Teach Plan Retire, Ael Wealth Management
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Salem, OR
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