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 Rentschler is an investment advisor representative with Avantax Advisory Services in Aurora, Colorado. Sarah has been in the financial industry since December 6, 2016. Sarah has licenses in both Colorado and Iowa and is a Registered Representative. Sarah is a highly qualified advisor with a strong focus on financial planning, pension consulting, and portfolio management. Sarah also offers educational seminars and solicitor referral services. Sarah is dedicated to providing her clients with the highest level of service and expertise to help them achieve their financial goals.
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
CO
02/12/2019 - Present
Avantax Advisory Services (Aurora CO)
IA
Issued 03/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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