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Sarah Schooler Wells

Fee-Only Financial Services LLC

Columbia, MO

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Current Employers
Fee-Only Financial Services Llc

Columbia, MO • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2001-04-11
  • MO RA
    APPROVED
    Since 2001-04-11

Branch Locations

Columbia, MO • 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
Columbia College Columbia MO 08/1983 03/2024
Bluebell Hill Farm Columbia MO 05/2017 Present
  • 08/1983 → 03/2024
    Columbia College
    Columbia, MO
  • 05/2017 → Present
    Bluebell Hill Farm
    Columbia, MO
Other Businesses

I hold an inactive Real Estate Broker's license in the State of Missouri. License No. 19990165522 I use the license for personal transactions only. I am not in the business of buying or selling property for financial planning clients. The license was issued by: Missouri Real Estate Commission 3605 Missouri Boulevard P.O. Box 1339 Jefferson City, MO 65102 573 751-2777 ASSISTANT PROFESSOR - TEACHER AND ADVISOR COLUMBIA COLLEGE 1001 ROGERS ST. COLUMBIA, MO 65216 BUSINESS IS NOT INVESTMENT-RELATED. BUSINESS IS HIGHER EDUCATION FULL TIME - 40/HOURS WEEK from 08/15/1983 to 05/15/2021 Part time - 10 hours per week from 5/2021 to 3/2024

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-02-12
  • S65 Uniform Investment Adviser Law Examination
    1998-02-12
Other Names
  • Sally Schooler
  • Sarah Dean Schooler
  • Sally Schooler Wells
  • Sally Wells
  • Sarah Wells
  • Sarah Schooler Wells

View on SEC IAPD

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