Sara Jane Sweeney
Investment adviser representative at Hbe Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$277.4MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Hbe Wealth Management, LLCAug 2023 to now
- Union Bank & TrustSep 2016 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Hbe Wealth Management, LLC
$277.4MAssets managed
258Clients
5Advisers
6 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
- 7798763
- Firm CRD
- 128315