SARA MARIE GELSHEIMER is an investment adviser representative (IAR) with state registration records since 2009, appearing at 3 firms. Currently registered with SAVVY.
| Firm | From | To | Current |
|---|---|---|---|
| SAVVY | 2025-10-08 | present | Yes |
| PLANCORP, LLC | 2013-07-22 | 2025-10-10 | — |
| BLUE OCEAN PORTFOLIOS, LLC | 2012-07-20 | 2013-07-09 | — |
| BLUE OCEAN PORTFOLIOS, LLC | 2009-12-16 | 2012-06-28 | — |