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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 Kerwin Bodach is an Investment Advisor Representative for Mentor Capital Management Inc., with offices in Chicago, Illinois. Sarah is registered to provide investment advisory services in Illinois and Texas. Sarah has been with Mentor Capital Management Inc. since October 2017 and previously worked as a homemaker in Chandler, Arizona. Sarah is a Series 65 licensed individual who passed the Uniform Investment Adviser Law Examination on September 15, 2023. Mentor Capital Management Inc. provides financial planning and portfolio management services to individuals and corporations. The firm manages approximately $178 million in assets for approximately 1,091 clients.
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.
Personalized portfolio management to meet individual financial objectives.
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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IL
09/15/2023 - Present
Mentor Capital Management Inc. (CHICAGO IL)
IA
Issued 09/15/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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