Unclaimed
Sarah Colette Leitzke is a financial advisor registered with Hightower Advisors, LLC. Sarah holds the Series 63, Series 6TO and SIE licenses, as well as the Certified Financial Planner designation. She is registered in multiple states, including California, Connecticut, Minnesota, Mississippi, North Carolina and Texas. Sarah's experience includes roles with Jacob's Well Church, Rogers School of Music, M&E Catalyst Group, Story Capital and Hightower Advisors.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MN
01/31/2025 - Present
Hightower Advisors, LLC (Minnetonka MN)
BC
Issued 06/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Sarah Leitzke is the right advisor for you? Invested Better is here to help.