Best Investors Account Sign in
Inactive

Sara Schalz Uh

Edelman Financial Engines

Troy, MI

Claim This Profile
Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-03
MI RA APPROVED 2018-11-01
  • TX RA
    APPROVED
    Since 2023-01-03
  • MI RA
    APPROVED
    Since 2018-11-01

Branch Locations

201 West Big Beaver Road Suite 950, Troy, MI 48084 • 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
Ef Legacy Securities, Llc Henrico VA 05/2016 10/2018
Edelman Financial Services, Llc Fairfax VA 05/2016 11/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 Present
  • 05/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 05/2016 → 11/2018
    Edelman Financial Services, Llc
    Fairfax, VA
  • 11/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
  • 2016-05-17 → 2018-11-01
    Edelman Financial Services, Llc
    Novi, MI
    Fairfax, VA
    Troy, MI
  • 2006-07-21 → 2016-05-09
    Charles Schwab & Co., Inc.
    Troy, MI
  • 2005-09-20 → 2006-03-02
    Comerica Securities
    Ann Arbor, MI
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-19
  • S66 Uniform Combined State Law Examination
    2005-09-19
Designations
Other Names
  • Sara J Schalz
  • Sara Salz Uh

View on SEC IAPD

Other Firms

COOK & ASSOCIATES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRAIGHTLINE
MAXWELL INVESTMENT ADVISORY SERVICES

Other Investors

MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

More in Troy, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor