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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Lyn Strasser is a financial advisor with Wellth Advisory Services, LLC. Sara has been in the financial services industry since 2001 and holds a Series 63, Series 66, and Series 7 securities license. Sara is a registered investment advisor in Illinois and North Carolina. She specializes in financial planning, portfolio management, and pension consulting. Prior to joining Wellth Advisory Services, LLC, Sara was employed by LPL Financial LLC, KESTRA Investment Services, LLC, Financial Telesis Inc, and Princor Financial Services Corporation. Sara has a history of working with individuals, corporations, and other businesses to help them achieve their financial goals.
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.
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IL
06/28/2024 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
NC
04/01/2019 - 07/29/2020
LPL FINANCIAL LLC (SUMMERFIELD NC)
IL
05/07/2015 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Shorewood IL)
IL
06/02/2011 - 08/12/2014
FINANCIAL TELESIS INC (Wheaton IL)
IL
04/16/2001 - 03/29/2011
PRINCOR FINANCIAL SERVICES CORPORATION (LOMBARD IL)
BOTH
Issued 03/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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