Sarah Elizabeth Barish

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 04/2011 → Present
  Lpl Financial Llc
  Brighton, MI

Previous Registrations

• 2010-02-12 → 2011-04-26
  Edward Jones
  Brighton, MI

Other Businesses

1. 8/30/2011 - BARISH WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 5/27/2014 - No Business Name - Investment Related - Ann Arbor, MI - REAL ESTATE RENTAL - Time Spent 0% - REAL ESTATE RENTAL OWNER. 3. 12/8/2016 - Fifth Generation Communications LLC - Not Investment Related - Home Based - Other-family business - Start 01/01/2017 - 0 Hours Per Month. 4. 05/29/2024 - Palmer Quarry LLC - Investment Related - Real Estate Rental - Jackson, MI - Start 01/01/2017 - 1 Hour Per Month/ 0 Hours During Trading 5. 06/20/2024 - Davis Ypsilanti, LLC - Inv Related - Ypsilanti, MI - Real Estate Rental - Started: 8/15/2022 - 1 Hr/Mo; 0 Hr During Trading. 6. 06/20/2024 - LivCounty LLC - Inv Related - Howell, MI - Real Estate Rental - Started: 5/10/2022 - 1 Hr/Mo; 0 Hr During Trading. 7. 06/20/2024 - Stony Creek Ypsilanti LLC - Inv Related - Ypsilanti, MI - Real Estate Rental - Started: 7/13/2018 - 1 Hr/Mo; 0 Hr During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-30
• S63 Uniform Securities Agent State Law Examination
  2003-10-09

Other Names

• Sarah Elizabeth Bowersox