Sarah Keilers (CRD# 7048242) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Midwest City, OK and has over 5 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors | Houston, TX | Dec 2018 - Current | 5 |
| Bank Of America, N.a. | Houston, TX | Apr 2016 - Dec 2018 | 2 |
| Bealls, Inc. | Jacksonville, FL | Oct 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2020 |
- AL
- AK
- AZ
- AR
- CA
- CO
- CT
- DE
- DC
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MA
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WV
- WI
- WY
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Total Assets Under Management25,247MILLIONS
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Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
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- Financial planning services
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- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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