Sarah Jane Fletcher

Employer firm

Team Covert, LLC CRD 331269

$31.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2021 → 01/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Blanc, MI
• 10/2018 → 02/2021
  Holvick & Associates
  Fenton, MI
• 01/1998 → 09/2018
  Corpat Cleaning Company
  Highland, MI
• 06/2023 → 05/2024
  Wealth For You Financial, Llc
  Grand Blanc, MI
• 01/2022 → 06/2023
  Barnett Financial & Tax, Inc.
  Grand Blanc, MI
• 06/2023 → 05/2024
  Barnett Financial & Tax, Inc.
  Grand Blanc, MI
• 06/2024 → Present
  Team Covert, Llc
  Auburn Hills, MI
• 06/2024 → Present
  Team Covert Financial & Tax Planning Group, Llc
  Auburn Hills, MI

Previous Registrations

• 2023-06-01 → 2024-05-21
  Wealth For You Financial, Llc
  Grand Blanc, MI

Other Businesses

TEAM COVERT FINANCIAL & TAX PLANNING GROUP, LLC; INVESTMENT RELATED; CLERICAL/ADMIN; SAME OFFICE LOCATION; START DATE: JUNE 2024; SPENDS APPROX 80 HRS/MTH DURING TRADING; SUPPORT SERVICES. INSURANCE AGENT; INVESTMENT RELATED; SAME OFFICE LOCATION; STATE DATE: JANUARY 2026; SPENDS APPROXIMATE 5-10 HRS/DURING TRADING; SALE OF INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-01

Other Names

• Sarah Fletcher
• Sarah Meyer