Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Bodnar is a financial professional with over 10 years of experience in the industry. Sara has held positions at several firms including Securian Financial Services, Inc., CRI Securities, LLC, LPL Financial LLC, Wealth Enhancement Brokerage Services, LLC, and Wells Fargo Advisors Financial Network, LLC. Sara is currently registered with Principal Securities, Inc. Sara has expertise in providing financial planning, pension consulting, and educational seminars. Sara is also a registered representative with Principal Securities, 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.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
06/15/2022 - Present
Principal Securities, Inc. (DES MOINES IA)
MN
04/25/2018 - 04/21/2022
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
04/25/2018 - 11/08/2021
CRI SECURITIES, LLC (ST PAUL MN)
MN
08/11/2015 - 04/11/2018
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
08/13/2015 - 03/29/2018
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
06/28/2013 - 08/05/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BLOOMINGTON MN)
BOTH
Issued 10/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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