Sara Gardner, financial advisor Conifer CO
96 score

Sara Gardner

CRD Number: 3027340
Current Firm: Elevated Planning

Sara Gardner (CRD# 3027340) is an Investment Advisor Representative working at Elevated Planning in Conifer, CO and has over 18 years of experience in the finance industry. Sara Gardner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Elevated Planning, LLC Conifer, CO Apr 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Denver, CO Sep 2004 - Mar 2015 10
Tiaa Denver, CO Sep 2004 - Mar 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for Sara R. Gardner
Phone Number: 720-460-1771
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

CO

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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