ABOUT Sarah Jane Kuhn

Sarah Jane Kuhn brings a seasoned and regulatory-aware perspective to her work as a financial professional at LPL Financial. Licensed across multiple states and backed by more than a decade in the industry, she has built a career defined by versatility, adaptability, and a commitment to serving everyday individuals who want straightforward guidance rather than complex, high-net-worth planning.

Her approach is grounded in clarity and practical execution. Sarah helps clients understand the key parts of investing, trade execution, and long-term planning without unnecessary jargon, making it easier for people across a wide range of income levels to make confident decisions. She is especially valued by clients who are building their financial foundation, working toward stability, or progressing toward goals such as retirement readiness, emergency savings, or first-time investing. Many of the individuals she works with credit her steady communication style and hands-on support with helping them reach milestones they once felt were out of reach.

Outside her core advisory responsibilities, Sarah is a devoted wife and mother whose family life continually inspires her commitment to providing supportive, thoughtful experiences for her clients.

Qualifications

• Dually registered as both a Broker and Investment Adviser
• Industry/Product Exams Passed: 3
• State Securities Law Exams Passed: 1

Specialties

Experience

With over 12 years of experience in financial advising and portfolio management, Sarah has helped hundreds of clients achieve their financial goals through strategic planning and disciplined investment approaches.

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