Sarah Elizabeth Nestingen

Employer firm

Coppell Advisory Solutions LLC CRD 156549

$1.10B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 08/2022 → 08/2024
  Florida Financial Advisors Dba Tristate Financial Advisors
  Charlotte, NC
• 07/2021 → 08/2022
  Wake Forest University
  Winston-Salem, NC
• 08/2020 → 07/2021
  City Year Columbus
  Columbus, OH
• 03/2020 → 08/2020
  Roadrunner Sports Warehouse
  Columbus, OH
• 03/2019 → 03/2020
  Skippers Pub & Topdeck
  Oxford, OH
• 12/2016 → 03/2019
  Mcalisters Deli
  Columbus, OH
• 08/2014 → 12/2016
  Student
  Columbus, OH
• 02/2023 → 08/2024
  Trinity Wealth Securities, Llc
  Charlotte, NC
• 09/2024 → 12/2024
  Verum Partners Llc
  Charlotte, NC
• 05/2025 → Present
  Coppell Advisory Solutions Llc
  Coppell, TX
• 03/2025 → Present
  Belmont Capital Advisors
  Belmont, NC

Previous Registrations

• 2024-09-09 → 2024-12-03
  Verum Partners Llc
  Charlotte, NC
• 2022-08-19 → 2024-08-19
  Florida Financial Advisors, Llc
  Charlotte, NC
  Charlotte, NC

Other Businesses

BELMONT CAPITAL ADVISORS START DATE OF 3/31/2025; MARKETING INSURANCE, ANNUITY INVESTMENTS AS AN INSURANCE AGENT. 10 HOURS DURING TRADING HOURS; RESPONSIBILITIES RELATED TO THIS BUSINESS ARE ANALYSIS OF THEIR FINANCIAL OBJECTIVE AND RISK.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-01-23
• S65 Uniform Investment Adviser Law Examination
  2022-07-23