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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Elizabeth kehaunani Bredhoff is an investment advisor representative with The Rice Partnership, LLC and Wealthjar Investment Advisory, LLC. Sarah holds Series 63, 65, 7, and 31 securities licenses and is registered in Hawaii. Sarah’s previous experience includes roles at Bankoh Investment Services, Inc. and Morgan Stanley DW Inc. Sarah has over 10 years of experience in the financial services industry and specializes in providing financial planning, portfolio management, and administrative services to individuals, families, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Adminstrative services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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HI
01/01/2025 - Present
THE Rice Partnership, LLC (KAHULUI, MAUI HI)
HI
11/10/2004 - 04/07/2005
BANKOH INVESTMENT SERVICES, INC. (HONOLULU HI)
NY
01/08/1999 - 10/31/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 01/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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