SA
Sarah Ann Wells
CRD 5351896
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Wells Financial Advisors, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Wells Financial Advisors, Inc.
Principal · 5% – 10% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗