Sarah Suzanne Kyles

Current Employers

Employment History

• 05/2009 → 10/2018
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
• 07/2020 → 09/2025
  Avantax Investment Services, Inc.
  Plymouth, MN
• 07/2020 → 09/2025
  Avantax Advisory Services
  Plymouth, MN
• 07/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Plymouth, MN
• 07/2020 → 10/2022
  Mrk Financial Solutions, Inc.
  Plymouth, MN
• 10/2018 → 06/2020
  Wells Fargo Home Mortgage
  Minneapolis, MN
• 07/2020 → Present
  Mrk Financial Solutions
  Plymouth, MN
• 01/2025 → Present
  Truplan Financial Advisors
  Plymouth, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Plymouth, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-07-16 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Plymouth, MN
  Plymouth, MN
• 2015-02-17 → 2018-10-29
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN

Other Businesses

1) MRK FINANCIAL SOLUTIONS; POSITION: Financial Advisor NATURE: Provide clients with financial planning and advice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2020; 3020 Harbor Ln. No., Plymouth MN 55447: Meet with clients to review their investment accounts, update the clients financial plan, provide recommendations to their investments. 2) TRUPLAN FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: Due to a DBA name change. Provide clients with financial planning and advice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 40 START DATE: 01/31/2025 ADDRESS: 3020 Harbor Ln. No., Plymouth MN 55447, United States DESCRIPTION: Meet with clients to review their investment accounts, update the clients financial plan, provide recommendations to their investments.

Exams

• S66 Uniform Combined State Law Examination
  2015-02-17

Designations

Other Names

• Sarah Long
• Sarah S Long
• Sarah Suzanne Long