Sara Jo Sell

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

• 01/2015 → 06/2017
  Sps Commerce
  Minneapolis, MN
• 06/2017 → 05/2018
  Hewins Financial Advisors, Llc.
  Edina, MN
• 06/2018 → 09/2022
  Wipfli Financial Advisors, Llc
  Edina, MN
• 10/2022 → Present
  Creative Planning, Llc
  Bloomington, MN

Previous Registrations

• 2017-12-05 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Edina, MN
  Milwaukee, WI
  Minneapolis, MN

Other Businesses

SHIPT - NON INVESTMENT-RELATED (420 20th ST N, BIRMINGHAM, AL 35203) - AN ONLINE DELIVERY SERVICE. POSITION: SHOPPER/INDEPENDENT CONTRACTOR. START DATE: MARCH 2021; APPROXIMATELY 20 HOURS A MONTH, NONE DURING REGULAR BUSINESS HOURS. DUTIES INCLUDE PURCHASING ITEMS THAT MEMBERS PLACE ONLINE AND DELIVERING THEM TO MEMBERS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-05

Designations

• Certified Financial Planner

Other Names

• Sara Jo Rookaird