Sarah Korop, financial advisor Colorado Springs CO
90 score

Sarah Korop

CRD Number: 5994744
Current Firm: Waddell & Reed

Sarah Korop (CRD# 5994744) is an Investment Advisor Representative working at Waddell & Reed in Colorado Springs, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tri Lakes Chamber Of Commerce Monument, CO Mar 2016 - Current < 1
Sp Administration Colorado Springs, CO Nov 2014 - Current 2
Various Insurance Carriers For W& R Insurance Agencies Colorado Springs, CO Apr 2012 - Current 4
Waddell & Reed, Inc. Colorado Springs, CO Nov 2011 - Current 5
Unemployed Colorado Springs, CO Jun 2011 - Nov 2011 < 1
Central Uniform Colorado Springs, CO May 2005 - Sep 2011 6
Ent Federal Credit Union Colorado Springs, CO Jan 2010 - Jun 2011 1
Olive Garden Colorado Springs, CO Jun 2007 - Feb 2010 2
Red Hot And Blue Colorado Springs, CO Feb 2007 - Jun 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Sarah B. Korop
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • FL
  • IL
  • MS
  • NH
  • PA
  • SD
  • TX
  • WI
  • WA
  • CO
  • MO
  • NE
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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