This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

TRUEPOINT, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Aug 31, 2016

First registration

Sep 7, 2016

Dual registered

no

Other names

SARAH SMITH|SARAH MARIE SMITH

IAPD individual key

6640399

• Occurred

  Aug 18, 2023
  Advisor changed firm

  Sarah Marie Tenhundfeld left Mercer Global Advisors Inc. for Truepoint, Inc. (registered 2024-01-02)

  Form ADVobserved 6 days ago
• Occurred

  Jan 3, 2023
  Advisor changed firm

  Sarah Marie Tenhundfeld left Asset Advisory Group Inc for Mercer Global Advisors Inc. (registered 2022-11-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b08fb117-d0a9-3ce9-1419-316067d92f9d

First observed

Sep 7, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.