Unclaimed
Sara Kratz Easland is a financial professional with over 20 years of experience in the financial services industry. Sara is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since 2019. Sara holds Series 7, 24, and 63 licenses, as well as the SIE exam. Sara is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Previously, Sara worked at Private Client Services, LLC and SII Investments, Inc.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WI
06/06/2022 - Present
Northwestern Mutual Investment Services, LLC (MIDDLETON WI)
WI
08/15/2019 - 04/12/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
WI
01/10/2018 - 06/03/2019
PRIVATE CLIENT SERVICES, LLC (Madison WI)
WI
05/26/1999 - 01/10/2018
SII INVESTMENTS, INC. (MADISON WI)
BC
Issued 06/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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