Sara Jo Seyer
Investment adviser representative at Wellth Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$26.7BFirm assets
2 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Wellth Advisory Services, LLCJun 2024 to now
- Planwise Retirement StrategiesSep 2018 to now
- Global Retirement Partners, LLCOct 2021 to Jun 2024
- Commonwealth Financial NetworkSep 2018 to Oct 2021
- Texas County and District Retirement SystemDec 2014 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 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
- 5898607
- Firm CRD
- 330537