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Sarah Elizabeth Boston

Bookends Financial Planning

Indianapolis, IN

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Current Employers
Bookends Financial Planning

7320 Us 31 S, Indianapolis, IN 46227 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-04-01
OH RA APPROVED 2025-03-28
FL RA APPROVED 2023-11-26
WV RA APPROVED 2023-09-28
VA RA APPROVED 2023-09-25
IN RA APPROVED 2020-01-02
TX RA APPROVED 2020-01-02
  • KY RA
    APPROVED
    Since 2025-04-01
  • OH RA
    APPROVED
    Since 2025-03-28
  • FL RA
    APPROVED
    Since 2023-11-26
  • WV RA
    APPROVED
    Since 2023-09-28
  • VA RA
    APPROVED
    Since 2023-09-25
  • IN RA
    APPROVED
    Since 2020-01-02
  • TX RA
    APPROVED
    Since 2020-01-02

Branch Locations

7320 Us 31 S, Indianapolis, IN 46227 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Indianapolis IN 05/2013 Present
Raymond James Financial Services Advisors Inc. Indianapolis IN 05/2013 Present
Boston Solutions, Inc. Dba Chef Jj'S Indianapolis IN 02/2005 Present
Bookends Financial Planning (Wetzel Investment Advisors Inc.) Indianapolis IN 07/2013 Present
  • 05/2013 → Present
    Raymond James Financial Services
    Indianapolis, IN
  • 05/2013 → Present
    Indianapolis, IN
  • 02/2005 → Present
    Boston Solutions, Inc. Dba Chef Jj'S
    Indianapolis, IN
  • 07/2013 → Present
    Bookends Financial Planning (Wetzel Investment Advisors Inc.)
    Indianapolis, IN
Previous Registrations
Other Businesses

Boston Solutions, LLC, is a non securities investment-related business located at 42 W. South St, Indianapolis, IN 46225 that began in 01/2020. Boston Solutions, LLC is a private dining and retail store. Sarah E. Boston is the owner and secretary, spending approximately 0 hours a month devoted to this business. Boston Cottages, LLC, is a non securities investment-related business located at 349 W. Hill Valley Rd, Indianapolis, IN 46217 that began in 08/2023. Boston Cottages, LLC is a real estate holding company. Sarah E. Boston is the owner and president, spending approximately 1 hour a month devoted to this business, none of which are during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-21
  • S66 Uniform Combined State Law Examination
    2003-02-21
Other Names
  • Sarah E. Wetzel
  • Sarah Elizabeth Wetzel

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