Sadie Elizabeth pearl Swisher
Investment adviser representative at Profusion Private Wealth
10 yearsExperience
1 stateRegistered in
$175.7MFirm assets
1 yearFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Profusion Private WealthFeb 2019 to now
- Profusion Financial, IncOct 2018 to now
- Prestige StaffingMar 2018 to Sep 2018
- TD AmeritradeSep 2017 to Mar 2018
- Sole and BluesFeb 2017 to Oct 2017
- MassmutualJul 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MO).
Profusion Private Wealth
Legal name: Profusion Financial, Inc.
$175.7MAssets managed
78Clients
3Advisers
1 yearIn 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
- 6334185
- Firm CRD
- 167003