Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Lynn Gerhard is an Investment Advisor Representative at Avantax Planning Partners, Inc. Sarah Lynn has been in the industry since 2011. Sarah Lynn is registered with the state of Minnesota. Sarah Lynn is also a partner at Erpelding, Voight & Co., LLP. Avantax Planning Partners, Inc. provides financial planning and investment management services to individuals, businesses, and institutions. The firm has offices in Dubuque, Iowa, and Fairmount, Minnesota.
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.
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MN
06/01/2017 - Present
Avantax Planning Partners, Inc. (Fairmount MN)
IA
Issued 10/01/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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