Sarah Van fossen Schut
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Park Row Green, LLCJul 2026 to now
- Envision Wealth Planning LLC dba Envision Wealth PlanningMay 2022 to now
- Cetera Investment Advisers LLCFeb 2016 to now
- Cetera Financial SpecialistsJan 2016 to now
- Radcliffe Corporate ServicesOct 2015 to Aug 2022
- Kent County Publicv LibraryJan 2015 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MD).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4465663
- Firm CRD
- 105644