Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Marie Schumacher is an investment advisor representative with Russell Investments, having joined the firm in May 2006. Sara has been in the industry since June 2001 and has worked with firms including Strong Investments, Inc. and A. G. Edwards & Sons, Inc.. Sara is licensed in 53 states and the District of Columbia. Sara has earned both Series 63 and Series 65 registrations and is a Series 24 Principal.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
MN
12/12/2019 - Present
Russell Investments (Victoria MN)
WI
04/09/2002 - 04/27/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
MO
06/05/2001 - 04/05/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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