Sarah L. Carlson

Current Employers

Employment History

• 03/2008 → Present
  Lpl Financial Llc
  Spokane, WA

Previous Registrations

• 1999-09-21 → 2008-03-20
  Mml Investors Services, Llc
  Spokane, WA
  Spokane, WA

Other Businesses

1. 01/10/2008 - No Business Name - Non-Variable Insurance - INV REL - At Reported Business Location(s) - I broker for about 10 companies and I have a book of business built up that I would like to service. Sell health, life, disability, LTC insurance. - 10% TIME SPENT 2. 01/10/2008 - Fulcrum Financial Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 07/10/2008 - Wolf and Associates - Non-Variable Insurance - INV REL - At Reported Business Location(s) - 2% TIME SPENT - I work with David Wolf, a long term care specialist, and split commissions on cases 4. 12/11/2008 - Motivational talk - Speaker/Seminar - NOT INV REL - At Reported Business Location(s) - I have a personal story I share about being totally disabled and the process of over coming those challenges. - 1% Time Spent 5. 12/02/2009 - Fulcrum Financial Group - Non-Variable Insurance DBA - Fulcrum Financial Group - INV REL - At Reported Business Location(s) - Revenue sharing - 2% TIME SPENT 6. 06/19/2013 - S.S.L. Ship LLC - Business Entity For Tax/Investment Purposes Only - INV REL - At Reported Business Location(s) - Created LLC, S.S.L. Ship LLC, in the state of washington to create an entity to handle separate marital assets for tracking purposes - No Time Spent 7. 2/22/2019 - S.S.L. Ship LLC - Investment Related - 1216 S. Grand Blvd. Spokane, WA 99202 - Real Estate Rental - Started 01/01/2019 - 2 Hours Per Month During Securities Trading - Created LLC, S.S.L. Ship LLC, in the state of Washington to create an entity to handle separate assets for tracking purposes, this LLC own a building that rents to Fulcrum Financial Group. 8. 2/22/2019 - S.S.L. Ship LLC - Investment Related - Home Based - Other-Blog - Started 02/19/2019 - 4 Hours Per Month/0 Hours During Securities Trading - Writing informational advice to help people live their best lives. 9. 11/14/2019- Love Money Journal - Not investment related - Home based - Reps Business/ Blog - start date:11/14/2019 - 10 hrs/mo - 2 hrs during trading. 10. 3/31/2021 - Sarinski - Investment Related - Snowmass Village, CO 81615 - Real Estate Rental - Started 04/20/2021 - 1 Hour Per Month During Securities Trading - Buying a house in Colorado and have formed an LLC to hold it. 11. 09/19/2022 - Love Money Journal LLC - Not Investment Related - Home Based - Author - Start Date - 12/31/2019 - 20 Hours Per Month/5 Hours During Securities Trading - Author - Facing Financial Fears (Love Money Journal LLC)

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-28
• S63 Uniform Securities Agent State Law Examination
  1989-01-19

Designations

Other Names

• Sarah Lynn Carlson
• Sarah L Carlson
• Sarah Carlson Rieger