Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Marie Bussard is a financial advisor with over 20 years of experience in the industry. She is a Registered Principal with both Osaic FS, Inc. and Osaic FA, Inc. Sarah has experience in financial planning, portfolio management, and retirement planning. She is dedicated to helping her clients 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.
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.
Retirement plan consulting services provided on limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IN
11/01/2012 - Present
Osaic FS, Inc. (FORT WAYNE IN)
IN
07/12/2005 - 04/12/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
07/20/2004 - 05/19/2005
OBERLIN FINANCIAL CORP. (BRYAN OH)
IN
09/19/2002 - 07/14/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/19/2002 - 07/14/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 03/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2010
Series 4 - Registered Options Principal Examination
BC
Issued 03/24/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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