Sarah Marie Tenhundfeld
Investment adviser representative at Truepoint, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.4BFirm 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
10 years in the industry.
- Truepoint, Inc.Aug 2023 to now
- Mercer Global Advisors Inc.Oct 2022 to Aug 2023
- The Asset Advisory Group, Inc.Jul 2019 to Oct 2022
- Pinnacle Wealth Management, Inc.Sep 2016 to Jul 2019
- Pinnacle Financial Advisors, LLCApr 2016 to Jul 2019
- Securities America, Inc.Apr 2016 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (OH).
Truepoint, Inc.
$6.4BAssets managed
1,934Clients
40Advisers
40 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
- 6640399
- Firm CRD
- 105664