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Sarah Elizabeth Brechbuehl

Cetera Investment Advisers LLC

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About Sarah Elizabeth Brechbuehl

Sarah Elizabeth Brechbuehl has been in the financial services industry since 2002. Sarah Elizabeth Brechbuehl is currently registered with Cetera Investment Advisers LLC. Sarah Elizabeth Brechbuehl has experience working with ACNB BANK, Ameriprise Financial Services, Inc., Pruco Securities LLC, and The Prudential Insurance Company of America. Sarah Elizabeth Brechbuehl is a registered investment advisor and holds Series 7, Series 31, Series 63, Series 65 and Series 26 licenses. Sarah Elizabeth Brechbuehl has specializations in retirement planning, college savings, asset allocation, financial planning and estate planning.

Firm Information

Sarah Brechbuehl is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

675 OLD HARRISBURG ROAD

GETTYSBURG, PA 17325

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sarah Brechbuehl’s Registration & Firm History

PA

08/19/2019 - Present

Cetera Investment Advisers LLC (GETTYSBURG PA)

PA

03/28/2017 - 08/13/2019

PRUCO SECURITIES, LLC. (YORK PA)

NJ

02/27/2015 - 02/27/2017

AMERIPRISE FINANCIAL SERVICES, INC. (MEDFORD NJ)

DE

04/03/2014 - 02/09/2015

AMERIPRISE FINANCIAL SERVICES, INC. (NEWARK DE)

PA

10/31/2013 - 04/07/2014

PNC INVESTMENTS (GLEN MILLS PA)

PA

09/22/2009 - 03/08/2013

INVEST FINANCIAL CORPORATION (CARLISLE PA)

PA

01/03/2005 - 09/11/2009

CUSO FINANCIAL SERVICES, L.P. (CHAMBERSBURG PA)

NY

01/16/2004 - 01/03/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

CA

08/15/2002 - 12/18/2003

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 2/20/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 4/18/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 5/19/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/21/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 8/14/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sarah Elizabeth Brechbuehl. Review regulatory record here.
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