Sariah Alexis Tolsma

Employer firm

Slp Wealth CRD 325631

$63.7M regulatory AUM 1,789 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 03/2014 → 01/2018
  Edward Jones
  St Louis, MO
• 01/2019 → 03/2024
  Tiaa-Cref Individual & Institutional Services, Llc
  Stillwater, OK
• 01/2019 → 01/2024
  Tiaa
  Stillwater, OK
• 01/2018 → 12/2018
  The Nature Conservancy
  Oklahoma City, OK
• 03/2024 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Missoula, MT
• 08/2020 → 12/2023
  University Of Illinois Urbana-Champaign
  Champaign, IL
• 04/2024 → 10/2025
  Bank Of America, N.A
  Missoula, MT
• 11/2025 → Present
  Slp Wealth
  Frenchtown, MT

Previous Registrations

• 2024-03-18 → 2025-10-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Missoula, MT
• 2019-01-09 → 2024-03-06
  Tiaa-Cref Individual & Institutional Services, Llc
  Stillwater, OK
• 2014-08-29 → 2018-01-23
  Edward Jones
  Maryland Heights, MO
  Maryland Heights, MO
  Ponca City, OK
  Ponca City, OK
  Ponca City, OK
  Ponca City, OK

Other Businesses

Name of OBA: Sariah Tolsma; Address: Private Residence in Frenchtown, Montana; Investment Related: Yes; Position, Title, Association: Insurance Sales Start Date: 2014; Number of Hours: 0 hrs weekly; Number of Hours during trading: 0; Duties: Insurance sales. Not actively selling insurance products at this time. Name of OBA: Lagree MT; Address: Missoula, Montana; Investment Related: No; Position, Title, Association: Fitness Coach Employee; Start Date: 01-Oct-2024; Number of Hours: 3 hrs weekly; Number of Hours during trading: 0; Duties: teach fitness classes on the weekends at my current gym. Name of OBA: Poshmark; Address: Redwood City, CA, 94065; Investment Related: No; Position, Title, Association: Other, Employee; Start Date: 10/08/2024; No Hours: 1hr/Weekly; No Hours during trading: 0; Duties: Online Thrifting.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-28

Designations

• Chartered Financial Consultant

Other Names

• Sariah Tolsma