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Sara Jo Seyer

Wellth Advisory Services, LLC

Austin, TX

Shorewood, IL

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Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-28
  • TX RA
    APPROVED
    Since 2024-06-28

Branch Locations

8200 N. Mopac Expressway, Ste 350, Austin, TX 78759 • United States

Shorewood, IL • 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
Texas County And District Retirement System Austin TX 12/2014 09/2018
Commonwealth Financial Network Austin TX 09/2018 10/2021
Planwise Retirement Strategies Austin TX 09/2018 Present
Global Retirement Partners, Llc San Rafael CA 10/2021 06/2024
Wellth Advisory Services, Llc Shorewood IL 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-24
S63 Uniform Securities Agent State Law Examination 2011-08-01
  • S65 Uniform Investment Adviser Law Examination
    2019-05-24
  • S63 Uniform Securities Agent State Law Examination
    2011-08-01
Other Names
  • Sara Jo Stubbs

View on SEC IAPD

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