SARA SCHALZ UH is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with FINANCIAL ENGINES ADVISORS L.L.C..
| Firm | From | To | Current |
|---|---|---|---|
| FINANCIAL ENGINES ADVISORS L.L.C. | 2018-11-01 | present | Yes |
| EDELMAN FINANCIAL SERVICES, LLC | 2016-05-17 | 2018-11-01 | — |
| CHARLES SCHWAB & CO., INC. | 2006-07-21 | 2016-05-09 | — |
| COMERICA SECURITIES | 2005-09-20 | 2006-03-02 | — |