Investment adviser representative · Valkyrie Financial
Sarah J. Paulson
CRD 5795572 · Appleton, WI
At a glance
Sarah J. Paulson is an investment adviser representative with Valkyrie Financial in Appleton, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sarah’s SEC record dates to 2012, about 13 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Valkyrie FinancialSince February 2021Appleton, WI · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2012 (13 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Sarah’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.