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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Margaret Oberhofer is a financial advisor with Ameriprise Financial Services, LLC. Sarah has been in the financial services industry since 2005 and has a combined Series 66 and Series 7 license. She specializes in portfolio management for individuals and businesses, financial planning, asset allocation services, pension consulting, educational seminars, and selection of other advisors. Prior to joining Ameriprise Financial Services, LLC, Sarah worked for LPL Financial LLC, Raymond James Financial Services, Inc., and RBC Capital Markets Corporation. She is registered to provide investment advice in 36 states and is a board member and investment committee member for Oberhofer.
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.
Asset allocation services
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
WI
06/26/2015 - Present
Ameriprise Financial Services, LLC (Brookfield WI)
WI
03/11/2009 - 08/04/2014
LPL FINANCIAL LLC (WAUKESHA WI)
WI
12/05/2008 - 03/12/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (MILWAUKEE WI)
WI
05/12/2005 - 12/19/2008
RBC CAPITAL MARKETS CORPORATION (MEQUON WI)
BOTH
Issued 05/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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