Unclaimed
Sarah Grotenhuis is a financial advisor who has been working in the financial services industry for over 20 years. Sarah has a strong background in providing financial planning and portfolio management services to individuals, corporations and charitable organizations. Sarah is currently registered with Osaic Wealth, Inc. and has been working with the firm since June 2024. Previously, Sarah was with Securities America, Inc., Securities Service Network, LLC and Fifth Third Securities, Inc. Sarah is dedicated to providing her clients with personalized financial advice and helping 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.
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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2
MI
06/14/2024 - Present
Osaic Wealth, Inc. (HOLLAND MI)
MI
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (HOLLAND MI)
MI
04/29/2014 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (HOLLAND MI)
MI
10/01/2002 - 04/26/2013
FIFTH THIRD SECURITIES, INC. (HOLLAND MI)
OH
10/01/2001 - 08/19/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BC
Issued 10/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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