Sarah McKinzie (CRD# 6731382) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Jefferson City, MO and has over 3 years of experience in the finance industry.
CRD# 2788374
Lpl Financial LLC
CRD# 4433438
Edward Jones
CRD# 5878134
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Plan Advisors LLC | Chicago, IL | Mar 2021 - Current | 3 |
| Cambridge Investment Research | Fairfield, IA | Jul 2019 - Current | 4 |
| Cambridge Investment Research | Fairfield, IA | Jul 2019 - Current | 4 |
| Retirement Plan Advisors | Jefferson City, MO | Nov 2016 - Current | 7 |
| Solution Tree | Bloomington, IN | Mar 2008 - Nov 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- MO
-
Total Assets Under Management1,472MILLIONS
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Total Number of Accounts9,654ACCOUNTS
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Average Account Value$152,521
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NY, OH, OK, PA, TN, TX, UT, VA, VI, VT, WI
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