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 Nolte is a financial advisor registered in Iowa and has been in the industry since 2014. Sarah Nolte is currently employed by Savant Wealth Management, a firm that manages more than $50 billion in assets. The firm provides services to a variety of clients, including individuals, families, businesses, and charitable organizations. Sarah Nolte is a Certified Financial Planner and specializes in financial planning, pension consulting, educational seminars, and portfolio management.
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
IL
10/04/2022 - Present
Savant Wealth Management (ROCKFORD IL)
IA
12/11/2018 - 10/10/2022
AUSDAL FINANCIAL PARTNERS, INC. (Cedar Rapids IA)
IA
05/14/2014 - 12/06/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (KALONA IA)
BOTH
Issued 10/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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