Unclaimed
Sara Althoff is a financial professional with over 10 years of experience in the industry. Sara is currently registered with American Enterprise Investment Services Inc. and Ameriprise Financial Services, LLC. Prior to her current role, Sara was a financial advisor at Allianz Life Financial Services, LLC and Wells Fargo Advisors, LLC. Sara holds the Series 7, Series 24, and SIE 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.
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.
1
2
MN
06/22/2020 - Present
American Enterprise Investment Services Inc. (Minneapolis MN)
MN
12/18/2015 - 07/09/2019
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
01/03/2011 - 01/13/2014
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
07/01/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
BC
Issued 06/11/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sara Althoff is the right advisor for you? Invested Better is here to help.