Sara Jane Gawick
Investment adviser representative at Illumination Wealth Management
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$471.1MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Illumination Wealth ManagementJan 2024 to now
- Illumination Wealth ManagementJun 2022 to Dec 2023
- Ameriprise Financial Services, IncJul 2018 to Jun 2022
- Wells Fargo Advisors Financial Network, LLCOct 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
Illumination Wealth Management
Legal name: Rinkey Investments
$471.1MAssets managed
215Clients
10Advisers
4 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
- 5544959
- Firm CRD
- 149576