Advisor at Saubel Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Saubel Financial Group
Location
York, PA
Credentials
CFP®, ChFC®, Series 63
Industry experience
7 years
Adam Saubel is a CFP® and ChFC® with seven years of industry experience. He is the principal of Saubel Financial Group in York, PA, and has prior experience with Northwestern Mutual Wealth Management Company. He serves as adjunct faculty at Elizabethtown College and holds several nonprofit roles, including assistant treasurer for a cerebral palsy home and vice chair of the Children’s Aid Society. Saubel Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, using a variety of investment strategies including fundamental and quantitative analysis and modern portfolio theory. The firm typically manages accounts on a discretionary basis and offers educational seminars and workshops.
Based on Saubel Financial Group
Based on Saubel Financial Group
Commissions on insurance sales; no specific amounts stated
York, PA
New Jersey · Pennsylvania · Texas
Saubel Financial Group LLC
2024 - Present (2 years)
Elizabethtown College
2024 - Present (2 years)
Northwestern Mutual Wealth Management Company
2018 - 2024 (6 years)
Northwestern Mutual Investment Services LLC
2017 - 2024 (7 years)
Northwestern Mutual Life Insurance Company
2017 - 2024 (7 years)
Emerald Asset Management
2017 - 2017 (1 year)
The Hershey Company
2016 - 2016 (1 year)
Elizabethtown College
2015 - 2017 (2 years)
Elizabethtown College
2014 - 2017 (3 years)
Saubel's Markets
2013 - Present (13 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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