Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Sue Sanders is an investment advisor representative at Savant Wealth Management. Donna Sue is a licensed investment advisor in Iowa and is registered with the state of Iowa as a Registered Representative. She has over 14 years of experience in the financial industry and has worked for several firms including Ausdal Financial Partners, Inc. and World Trend Financial Planning Services, LTD.. Donna Sue specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Donna Sue is also a leader at her local church, Salem United Methodist Church.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
10/04/2022 - Present
Savant Wealth Management (ROCKFORD IL)
IA
09/12/2018 - 10/07/2022
AUSDAL FINANCIAL PARTNERS, INC. (Cedar Rapids IA)
IA
05/21/2008 - 12/14/2018
WORLD TREND FINANCIAL PLANNING SERVICES, LTD. (CEDAR RAPIDS IA)
IA
Issued 09/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Donna Sanders is the right advisor for you? Invested Better is here to help.
