Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Anne Johnson is an investment advisor representative who has been working in the financial industry since 2004. Sarah is currently registered with Avantax Advisory Services and has been associated with the firm since November 2009. Previously, Sarah was associated with Cambridge Investment Research, Inc. from 2006 to 2009 and UMB Financial Services, Inc. from 2004 to 2006. Sarah holds a Series 7, Series 24, Series 63 and Series 65 license. In addition to her financial advisory services, Sarah is also a licensed CPA and is involved in several community organizations.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
KS
11/23/2009 - Present
Avantax Advisory Services (LARNED KS)
KS
10/10/2006 - 08/14/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (LARNED KS)
KS
04/06/2004 - 10/11/2006
UMB FINANCIAL SERVICES, INC. (LARNED KS)
IA
Issued 12/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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