Sadie Elizabeth Pearl Swisher

Employer firm

Profusion Private Wealth CRD 167003

$176M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2017 → 03/2018
  Td Ameritrade
  Chesterfield, MO
• 02/2017 → 10/2017
  Sole And Blues
  St. Charles, MO
• 07/2016 → 04/2017
  Massmutual
  St Louis, MO
• 10/2018 → Present
  Profusion Financial, Inc
  St Louis, MO
• 10/2018 → Present
  Profusion Financial
  Clayton, MO
• 03/2018 → 09/2018
  Prestige Staffing
  Creve Coeur, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-21
• S63 Uniform Securities Agent State Law Examination
  2017-10-27

Other Names

• Sadie Swisher