Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Elizabeth McGinniss is a financial advisor who has been working in the industry since 2013. She is a Certified Financial Planner and holds the Series 65 license. Sarah is currently registered with Savant Wealth Management, where she has been employed since 2015. Sarah has experience working with individuals, families, and businesses in providing financial planning and investment management services.
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.
1
2
WI
05/05/2015 - Present
Savant Wealth Management (MADISON WI)
IA
Issued 05/05/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Sarah McGinniss is the right advisor for you? Invested Better is here to help.
