Sarah Tjelmeland Beckett

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 06/2017
  Charles Schwab & Co.,Inc
  Clayton, MO
• 11/2012 → 06/2017
  Charles Schwab Bank
  Clayton, MO
• 07/2012 → Present
  Self Employed
  Marlton, NJ
• 06/2019 → 12/2022
  Td Ameritrade
  Honolulu, HI
• 06/2017 → 06/2019
  Unemployed
  Altus, OK
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Lone Tree, CO
• 12/2022 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2019-06-17 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI
  Lone Tree, CO
• 2019-06-17 → 2022-10-14
  Td Ameritrade, Inc.
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI
  Lone Tree, CO
  Lone Tree, CO
• 2012-11-26 → 2017-07-06
  Charles Schwab & Co., Inc.
  Honolulu, HI
  Clayton, MO
• 2007-10-08 → 2012-08-03
  Strategic Advisers Llc
  Marlton, NJ

Other Businesses

Name: Rental Property, Role: Real estate, Type: Rental Property, Start Date: 09/01/2020, Investment Related?: No, Address: 763 Brambleberry Hts, Colorado Springs, CO 80921, Number of Hours/Mo: 1, Duties: Hire property manager to take care of finding tenants.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-14
• S63 Uniform Securities Agent State Law Examination
  2004-02-19

Designations

• Certified Financial Planner

Other Names

• Sarah Tjelmeland Beckett
• Sarah Ann Tjelmeland
• Sarah Beckett
• Sarah Ann Tjelmeland