Sarah Dols (CRD# 3150010) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Des Moines, IA and has over 25 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2020 - Current | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2020 - Current | 4 |
| Winestyles Tasting Station | West Des Moines, IA | Nov 2015 - Current | 8 |
| Voya Financial Advisors, Inc. | Des Moines, IA | Jun 2015 - May 2020 | 4 |
| Beer Styles/salt Of The Hearth | West Des Moines, IA | Sep 2017 - Jan 2019 | 1 |
| Self Employed | Indianola, IA | Apr 2015 - Sep 2015 | < 1 |
| Unemployed | Indianola, IA | Dec 2014 - Apr 2015 | < 1 |
| Brokers International Financial Services | Panora, IA | Feb 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- IA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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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