Sarah Rentschler, financial advisor Aurora CO

Sarah Rentschler

CRD Number: 6677283
Current Firm: Avantax Advisory Services

Sarah Rentschler (CRD# 6677283) is an Investment Advisor Representative working at Avantax Advisory Services in Aurora, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Investment Services, Inc. Aurora, CO Jul 2016 - Current 5
Alan R. Piehl, Cpa Pc Aurora, CO Jun 2016 - Current 5
Alan R. Piehl Pc Aurora, CO Jun 2016 - Current 5
The Summit Steakhouse Aurora, CO Jul 2015 - Jul 2016 1
The Embassy Suites Denver, CO Mar 2015 - Jul 2015 < 1
Compleat Gourmet Centennial, CO Oct 2014 - Mar 2015 < 1
Unemployed Colorado Springs, CO Aug 2014 - Oct 2014 < 1
Sonterra Grill Colorado Springs, CO Aug 2011 - Aug 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2018
S63 Uniform Securities State Law Examination Sep 2017
Contact Info for Sarah E. Rentschler
Phone Number: 972-870-6000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    30,249
    MILLIONS
  • Total Number of Accounts
    99,251
    ACCOUNTS
  • Average Account Value
    $304,777
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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