Sarah Elizabeth Glenn
Investment adviser representative at The Welch Group, LLC
11 yearsExperience
2 statesRegistered in
$3.7BFirm assets
27 yearsFirm in business
Are you Sarah Elizabeth Glenn? 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
Experience
11 years in the industry.
- The Welch Group, LLCAug 2025 to now
- The Welch Group, LLCMay 2024 to Aug 2024
- Kanakuk Summer KampsMay 2023 to Aug 2023
- Kanakuk Summer KampsMay 2022 to Aug 2022
- Auburn UniversityAug 2021 to May 2025
- Vestavia Hills City SchoolsAug 2015 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
The Welch Group, LLC
$3.7BAssets managed
1,450Clients
28Advisers
27 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
- 8147299
- Firm CRD
- 111273