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Inactive

Sara Marie Gelsheimer

Savvy

Chesterfield, MO

New York, NY

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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-10-08
  • MO RA
    APPROVED
    Since 2025-10-08

Branch Locations

Chesterfield, MO • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • 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
Plancorp, Llc St Louis MO 01/2017 09/2025
Plancorp, Llc St Louis MO 01/2015 12/2016
Plancorp, Llc St Louis MO 04/2022 01/2024
Savvy Chesterfield MO 09/2025 Present
Previous Registrations
  • 2013-07-22 → 2025-10-10
    Plancorp, Llc
    St. Louis, MO
  • 2012-07-20 → 2013-07-09
    Blue Ocean Portfolios, Llc
    Frontenac, MO
  • 2009-12-16 → 2012-06-28
    Blue Ocean Portfolios, Llc
    Frontenac, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-15
S63 Uniform Securities Agent State Law Examination 2009-01-20
  • S65 Uniform Investment Adviser Law Examination
    2009-12-15
  • S63 Uniform Securities Agent State Law Examination
    2009-01-20
Designations
Other Names
  • Sara Meystedt
  • Sara M Meystedt
  • Sara Marie Meystedt

View on SEC IAPD

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