Sarah Beth Gruber

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 04/2021 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 01/2020 → 04/2021
  Moneywise Planning Group Llc/Woodbury Financial
  Greenfield, WI
• 10/2017 → 01/2020
  Lane Investments Llc/Woodbury Financial
  Hales Corners, WI
• 07/2013 → 10/2017
  Lpl Financial
  Franklin, WI
• 04/2021 → 08/2023
  Greenstone Financial Services
  Greenfield, WI
• 08/2023 → 08/2025
  Greenstone Financial Services
  Greenfield, WI
• 08/2025 → Present
  Greenstone Financial Services
  Greenfield, WI

Other Businesses

(1) Pathway Divorce Solutions; Non-Investment Related; 4811 S. 76th Street, Suite 400, Greenfield, WI 53220; Certified Divorce Financial Analyst; Assistant; Start Date: 02/2023 ; 16 Hours Devoted Monthly; 16 Hour Devoted Monthly During Trading Hours; Administrative Duties. (2) E4 Insurance Services; Investment Related; 951 Kimball Ln., Ste 206, Verona, WI 53593; Insurance; Assistant; Start Date: 09/01/2018; 8 Hours Per Month Devoted; 8 Hours Per Month Devoted During Trading Hours; Administrative Functions. (3) Greenstone Financial Services, LLC; DBA; Investment Related; Office Manager; Start Date: 04/2021; 168 hours devoted monthly; 126 hours devoted monthly during trading hours; office management and assistant to the rep

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-12

Other Names

• Sarah B Gruber