Colette Han Sadlier
Investment adviser representative at Advanced Financial Strategies Inc
8 yearsExperience
1 stateRegistered in
$251.7MFirm assets
26 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Advanced Financial Strategies IncAug 2021 to now
- Ksby-tvApr 2021 to Aug 2021
- Pepperdine UniversityJan 2021 to Dec 2022
- CnbcSep 2020 to Apr 2021
- Cbs NewsJun 2020 to Aug 2020
- Advanced Financial StrategiesJan 2020 to Dec 2020
- Entertainment TonightMay 2019 to Aug 2019
- Power 106 FmJun 2018 to Dec 2018
- Chapman UniversityAug 2017 to Jan 2021
- Fairmont Preparatory AcademyAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Advanced Financial Strategies Inc
$251.7MAssets managed
145Clients
4Advisers
26 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
- 8111592
- Firm CRD
- 108296