This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-26-2021
- Office Locations
- 1
Office Locations
About Valkyrie Financial
Valkyrie Financial is a Wisconsin-based registered investment adviser founded by CFP professional Sarah Paulson to help millennial women build and manage wealth through financial planning and personalized money education. Designed to serve clients who may not fit traditional advisor models, the firm focuses on practical guidance and diversified portfolio construction using public funds and ETFs, with accounts custodied at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SARAH JANE PAULSON
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #5795572
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,390,931 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,390,931 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing