linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sarah Duff Werner

Ausdal Financial Partners, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sarah? Claim Your Profile

About Sarah Duff Werner

Sarah Duff Werner is a financial advisor with Ausdal Financial Partners, Inc. Sarah has been in the financial services industry since 2022 and has a Series 63, 65, 7TO, and SIE license. Sarah's specializations include retirement planning, investment management, financial planning, and college savings. Sarah works with a variety of clients, including individuals, families, businesses, and charitable organizations. She is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Sarah Werner is currently registered with Ausdal Financial Partners, Inc.. Ausdal Financial Partners, Inc. is a Corporation based in DAVENPORT, IA. It is a registered investment advisor with the SEC and all 52 states. The firm has been in operation since 1979-08-13 and employs 158 licensed agents, 110 investment adviser representatives, and 199 registered representatives. Ausdal Financial Partners, Inc. provides advisory services for individuals, businesses, high-net-worth individuals, charitable organizations, pension plans, and corporations. They also participate in wrap fee programs.
Ausdal Financial Partners, Inc.

5187 UTICA RIDGE RD

DAVENPORT, IA 52807

$1.53B

Assets Under Management

2,640

Total Clients

145

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

advice on uma platforms

Advice on uma platforms

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Revenue sharing

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sarah Werner’s Registration & Firm History

IL

07/20/2022 - Present

Ausdal Financial Partners, Inc. (DOWNERS GROVE IL)

Not sure if Sarah Duff Werner is right for you?

Licenses & Designations

BC

Issued 07/28/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/04/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Duff Werner.
Not sure if Sarah Duff Werner is right for you?