Unclaimed
Sarah Lynn Anthofer is an investment advisor representative with Global Retirement Partners LLC, located in West Des Moines, Iowa. Sarah has been in the industry since July 28, 2001. Sarah has a wide range of experience and expertise, and is able to provide financial planning, portfolio management, and other advisory services to a diverse clientele. Sarah is registered to provide advisory services in Iowa, Illinois and Nebraska. Sarah has also been registered to provide advisory services in Nebraska.
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.
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
IA
04/17/2018 - Present
Global Retirement Partners LLC (West Des Moines IA)
IA
07/18/2001 - 04/05/2018
PRINCIPAL SECURITIES, INC. (WEST DES MOINES IA)
BOTH
Issued 04/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Sarah Anthofer is the right advisor for you? Invested Better is here to help.