Sara Buffington (CRD# 6713488) is an Investment Advisor Representative working at Morningstar Investment Services LLC in Chicago, IL and has over 7 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morningstar Investment Services | Chicago, IL | Sep 2019 - Current | 4 |
| Principal Life Insurance Company | Overland Park, KS | Oct 2016 - Aug 2019 | 2 |
| Principal Securities Inc. | Overland Park, KS | Oct 2016 - Aug 2019 | 2 |
| Great Western Bank | Overland Park, KS | Jun 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
| S63 | Uniform Securities State Law Examination | Oct 2016 |
- IL
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Total Assets Under Management11,970MILLIONS
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Total Number of Accounts59,686ACCOUNTS
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Average Account Value$200,555
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
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, VI, VT, WA, WI, WV, WY
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