Sarah Michelle Schoeplein

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2020 → 05/2023
  Texas State University
  San Marcos, TX
• 05/2022 → Present
  Infernos Wood Fired Oven And Sprits
  San Marcos, TX
• 01/2020 → 08/2020
  Longhorn Steakhouse
  Cedar Park, TX
• 01/2019 → 08/2019
  Urban Air
  Austin, TX
• 06/2018 → 08/2019
  Lifeguard 4 Hire
  Leander, TX
• 09/2019 → 12/2020
  Unemployed
  Leander, TX
• 01/2012 → 05/2018
  Unemployed
  Leander, TX
• 10/2023 → Present
  6Pillars Financial Services
  San Marcos, TX

Other Businesses

INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 08/11/2023 ADDRESS: 8310 N Capital of Texas Hwy Ste. 175, Austin TX 78731, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-25

Other Names

• Sarah Schoeplein