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Sara Lynn Mahnke

Purshe Kaplan Sterling Investments

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About Sara Lynn Mahnke

Sara Lynn Mahnke is a financial advisor who has been in the industry since July 30, 1996. Currently, Sara is registered with Purshe Kaplan Sterling Investments in Mercer Island, Washington. Sara has a background in both brokerage and investment advisory services. Sara is a registered principal and has a diverse range of securities licenses and designations.

Firm Information

Sara Mahnke is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sara Mahnke’s Registration & Firm History

WA

12/14/2023 - Present

Purshe Kaplan Sterling Investments (MERCER ISLAND WA)

GA

12/02/2020 - 01/05/2022

TRIAD ADVISORS LLC (NORCROSS GA)

NE

11/06/2020 - 12/03/2020

SECURITIES AMERICA, INC. (LAVISTA NE)

WA

05/01/2012 - 11/06/2020

KMS FINANCIAL SERVICES, INC. (SEATTLE WA)

WA

07/10/2001 - 03/16/2012

PACIFIC WEST SECURITIES, INC. (RENTON WA)

UT

07/20/1993 - 07/19/2000

PACIFIC HARBOR SECURITIES, INC. (HIGHLAND UT)

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Licenses & Designations

IA

Issued 03/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/1994

Series 4 - Registered Options Principal Examination

BC

Issued 09/29/1993

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sara Lynn Mahnke.
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