Sarah Jane Kaelberer

Current Employers

Employment History

• 09/1996 → Present
  Business & Estate Advisers, Inc.
  Wayzata, MN
• 02/2003 → Present
  Valmark Securities, Inc.
  Akron, OH
• 09/1996 → Present
  B&E Investment Advisers, Inc.
  Wayzata, MN
• 07/2007 → Present
  B & E Pension Advisers, Inc.
  Wayzata, MN

Other Businesses

1.NAME OF BUSINESS:B&E INVESTMENTS, BUSINESS & ESTATE ADVISERS, B&E PENSION ADVISERS BUSINESS ADDRESS: 282 WAYZATA BLVD., WAYZATA, MN 55391 NATURE OF BUSINESS: RIA, FIXED INSURANCE, TPA FOR 401(K); INVESTMENT RELATED: YES; START DATE: 1996; HOURS PER MONTH: 100-160; HOURS DURING TRADING HOURS: ALL; POSITION: President; CLIENT INVOLVEMENT: YES, SOME CLIENTS ARE INVOLVED IN RIA, FIXED BUSINESS AND TPA FOR 401(K); DUTIES: FINANCIAL PLANNING, NONVARIABLE INSURANCE SALES AND SERVICE, THIRD PARTY ADMIN FOR 401(K); COMPENSATION: SALARY FROM B&E INVESTMENTS, S DISTRIBUTIONS FROM BUSINESS & ESTATE AND B&E PENSION ADVISERS, INC. 2. INSURANCE COMMISSIONS/TRAILS 3. THIRD PARTY PENSION ADMINISTRATION SERVICES. 4. 50% OWNER SDK GROUP LLLP WHICH OWNS 46% OF B&E REAL ESTATE PARTNERSHIP. B&E REAL ESTATE PARTNERSHIP OWNS TWO OFFICE BUILDINGS OF WHICH ARE OCCUPIED & RENT IS PAID BY BUSINESS & ESTATE ADVISERS(OUR INSURANCE AGENCY). OTHER OWNER OF SDK IS DARVIN KAELBERER MY SPOUSE. OTHER OWNERS OF B&E REAL ESTATE IS DENSUE LLLP, AN UNAFFILIATED PARTY. 5. GREATER WAYZATA AREA CHAMBER OF COMMERCE; MN; MEMBER OF BOARD OF DIRECTORS FOR SMALL LOCAL CHAMBER OF COMMERCE; NOT INVESTMENT RELATED; START 01/2021; NO COMPENSATION.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-11-26

Designations

Other Names

• Sally Kaelberer
• Sally Delaney