Unclaimed
Sarah Buehler is a financial professional with over 8 years of experience in the financial services industry. She is a Certified Financial Planner and a Chartered Financial Consultant. Sarah is registered with Cetera Investment Advisers LLC. Sarah offers financial planning, portfolio management for individuals and businesses, and pension consulting. She also offers educational seminars. Sarah's previous employment includes Securian Financial Services, Inc. She is licensed in Iowa, Texas and Wisconsin.
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.
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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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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