Sarah Cook Lynch
Investment adviser representative at Prowell Financial Management, LLC
15 yearsExperience
1 stateRegistered in
$6.9BFirm assets
10 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Prowell Financial Management, LLCMar 2022 to now
- Bloomberg LPAug 2011 to Mar 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Prowell Financial Management, LLC
$6.9BAssets managed
74Clients
3Advisers
10 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
- 7768882
- Firm CRD
- 281762