Sarah Kleinschmidt is an investment adviser representative (IAR) with state registration records since 2020, appearing at 2 firms. Currently registered with THE RETIREMENT PLANNING GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THE RETIREMENT PLANNING GROUP, LLC | 2024-05-28 | present | Yes |
| LEE FINANCIAL GROUP HAWAII, INC. | 2020-05-22 | 2024-05-29 | — |