Sarah Christine Wasaff

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

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

• 04/2015 → 06/2017
  Ml&R Wealth Management
  Austin, TX
• 07/2017 → 07/2022
  Ml&R Wealth Management
  Austin, TX
• 07/2022 → 03/2024
  Ml&R Wealth Management
  Austin, TX
• 04/2024 → Present
  Creative Planning, Llc
  Austin, TX

Previous Registrations

• 2016-10-21 → 2024-05-29
  Ml&R Wealth Management Llc
  Austin, TX

Other Businesses

Coral Cottage Rental; Investment-related; 513 S Church St, Rockport, TX 78644; Owner; Rental property; Start 7/1/2005; 1 hour / month; 0 hours / month during securities trading hours; we have a property management company.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-21

Designations

• Certified Financial Planner