SL
Sara Lynn Ellefsen
CRD 2742851
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Golden Gate Personal Financial Planning | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Golden Gate Personal Financial Planning
Principal, Chief Compliance Officer · 75% or more · Jan 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗