Sarah Anne Mizell
Investment adviser representative at Cove Wealth Management
16 yearsExperience
2 statesRegistered in
$190.1MFirm assets
3 yearsFirm in business
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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
- Seminars and workshops
Experience
16 years in the industry.
- Cove Wealth ManagementOct 2014 to now
- Valued RetirementsOct 2014 to now
- Julianna Poor Memorial Counseling CenterApr 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Cove Wealth Management
Legal name: Valued Retirements, Inc.
$190.1MAssets managed
91Clients
3Advisers
3 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
- 5343134
- Firm CRD
- 114236