Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Kaufman is an investment advisor representative with Great Waters Financial. Sarah has been in the financial industry since 2013 and has experience working with individuals, corporations, and charitable organizations. She is a Series 65 licensed advisor and has a strong background in financial planning, portfolio management, and insurance. Sarah is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. She is also active in the community and is a member of the Minnesota Society of Certified Public Accountants.
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.
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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MN
04/06/2022 - Present
Great Waters Financial (SHOREVIEW MN)
IA
Issued 07/21/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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