Sara Marie Schauermann, CFP

Overview

Sara Marie Schauermann is an insurance agent, a registered representative and an investment adviser representative based in Cody, WY, with 13 years in the industry.

Years in the industry

13

States licensed

1

States registered

12

Carrier appointments

1

Contact

2 business emails and 3 phone numbers on file

Registrations and licenses

• Licensed in 1 state
• Registered in 12 states

• Producer
• Series 6
• Series 63
• Series 66
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Lpl Financial LLCCurrent firm
• Copperline Wealth Management & PlanningCurrent firm

Employment history since 2013

Carriers

1 active carrier appointment

Book and practice

Firm assets under management on file