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Sarah Jane Huelsman, Financial Advisor serving the Louisville, KY area - Ameriprise Advisors

Sarah Jane Huelsman

Financial Advisor

Somnio Capital Solutions
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Contact
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Family Finances
  • Saving for Education
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Interests

I enjoy

  • spending time with my family and friends
  • reading books and listening to podcasts
  • traveling, especially to the beach
  • cheering on my kids at their various sporting and musical theater events

Education

  • Centre College, BA in Economics
  • University of Louisville, MBA

Previous experience

  • Wealth Management Advisor, TIAA, August 2017-October 2019
  • Financial Representative, AXA Advisors, LLC,, December 2014-August 2017
  • Banking Center Manager, Old National Bank, April 2011-July 2014
  • Banking Center Manger, PNC Bank, May 2005-April 2011

Community participation

In my free time, I volunteer

  • as a troop leader for my daughter's Daisy Girl Scout troop
  • at Holy Trinity Catholic Church

My photos

1 albums
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