Sarah Van Fossen Schut

Current Employers

Employment History

• 01/2016 → Present
  Cetera Financial Specialists
  Schaumburg, IL
• 10/2015 → 08/2022
  Radcliffe Corporate Services
  Chestertown, MD
• 01/2015 → 01/2018
  Kent County Publicv Library
  Chestertown, MD
• 02/2016 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2022 → Present
  Envision Wealth Planning Llc Dba Envision Wealth Planning
  Rock Hall, MD
• 07/2026 → Present
  Park Row Green, Llc
  Rock Hall, MD

Other Businesses

1) NAME OF OTHER BUSINESS: ENVISION WEALTH PLANNING LLC DBA ENVISION WEALTH PLANNING ; INVESTMENT RELATED: YES; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 5/2022; POSITION/TITLE/RELATIONSHIP:OWNER/FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ; 2) NAME OF OTHER BUSINESS: KENT COUNTY MD YMCA; INVESTMENT RELATED: NO; ADDRESS: 200 SCHEELER ROAD, CHESTERTOWN, MD 21620; NATURE OF BUSINESS: VOLUNTEERING; START DATE: 6/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL LITERACY TEACHER; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: VOLUNTEER FINANCIAL FITNESS WORKSHOPS AT YMCA SUMMER CAMP FOR MIDDLE SCHOOLERS; 3) NAME OF OTHER BUSINESS: ROCK HALL YACHT CLUB SAILING SCHOOL; INVESTMENT RELATED: NO; ADDRESS: PO BOX 405, ROCK HALL, MD 21661; NATURE OF BUSINESS: BOARD; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REVIEW QUICKBOOKS AND ACCOUNTS, & ATTEND BOARD MEETINGS; 4) NAME OF OTHER BUSINESS: PARK ROW GREEN, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LLC START DATE: 7/8/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: PURCHASING BUILDING

Exams

• S66 Uniform Combined State Law Examination
  2016-02-01

Designations

Other Names

• Sarah Vonfossen Schut