Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Kristen Bolen is an Investment Advisor Representative at Oneascent Financial Services LLC. Sara has been working in the financial services industry since 1998 and has experience working with a variety of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Sara holds the Series 7, Series 24, Series 51, Series 63 and Series 65 licenses.
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.
Consulting
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
MN
06/09/2023 - Present
Oneascent Financial Services LLC (Grand Rapids MN)
MN
10/11/2011 - 06/12/2023
THRIVENT INVESTMENT MANAGEMENT INC. (Grand Rapids MN)
MN
07/11/2005 - 10/14/2010
FINTEGRA, LLC (GRAND RAPIDS MN)
MN
12/15/1998 - 05/24/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/15/1998 - 05/24/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Sara Bolen is the right advisor for you? Invested Better is here to help.
