Unclaimed
Sarah A Buehler is a financial professional with Cetera Investment Advisers LLC, specializing in providing financial planning and portfolio management services. Sarah has been in the financial industry since 2015, previously holding positions at Securian Financial Services, Inc. and Minnesota Life Ins Co. Sarah holds both Series 7 and Series 66 licenses, as well as the SIE exam. Sarah is a Certified Financial Planner and a Chartered Financial Consultant.
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.
1
2
IA
08/10/2023 - Present
Cetera Investment Advisers LLC (CEDAR RAPIDS IA)
IA
08/19/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Cedar Rapids IA)
BOTH
Issued 11/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sarah Buehler is the right advisor for you? Invested Better is here to help.