Sara Elizabeth Kohr
Investment adviser representative at Sharkey Howes & Javer Inc
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
Are you Sara Elizabeth Kohr? Claim your profile
Contact this firm
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.
- Sharkey Howes & Javer IncOct 2024 to now
- Shj Wealth AdvisorsJun 2024 to now
- Transform Wealth LLCApr 2022 to Jun 2024
- Woody Creek Management Company LLCSep 2014 to Apr 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Sharkey Howes & Javer Inc
$1.1BAssets managed
886Clients
9Advisers
35 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
- 7741341
- Firm CRD
- 106050