Sara Bohn (CRD# 4615266) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Blacksburg, VA and has over 21 years of experience in the finance industry. Sara Bohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Greenleaf Financial Network, LLC | Leawood, KS | Jan 2018 - Current | 6 |
Montgomery County Government, Virginia | Christiansburg, VA | Jan 2018 - Current | 6 |
Unemployed | Blacksburg, VA | Nov 2017 - Dec 2017 | < 1 |
First Citizens Investor Services | Raleigh, NC | Oct 2014 - Oct 2017 | 3 |
Verity Investments, Inc. | Durham, NC | Aug 2014 - Oct 2014 | < 1 |
Verity Asset Management | Durham, NC | Aug 2014 - Oct 2014 | < 1 |
Unemployed | Blacksburg, VA | Apr 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2003 |
S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts290ACCOUNTS
-
Average Account Value$294,850
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
KS, MD, MO, NJ, PA, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.