Sara Kalsman is an investment adviser representative (IAR) with state registration records since 2015, appearing at 5 firms. Currently registered with BETTERMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BETTERMENT LLC | 2021-11-02 | present | Yes |
| ONE CAPITAL MANAGEMENT, LLC | 2020-01-07 | 2021-09-29 | — |
| BEACON POINTE WEALTH ADVISORS, LLC | 2016-03-23 | 2020-01-02 | — |
| BEACON POINTE ADVISORS, LLC | 2016-03-23 | 2020-01-02 | — |
| REILLY FINANCIAL ADVISORS | 2015-02-21 | 2016-02-19 | — |