Sara Kresser (CRD# 7444240) is an Investment Advisor Representative working at Lpl Financial LLC in Geneva, NE and has 1 year of experience in the finance industry.
CRD# 3124145
Northwestern Mutual Investment Services,llc
CRD# 2116050
Ameritas Advisory Services, LLC
CRD# 5927047
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Geneva, NE | Sep 2021 - Current | 2 |
| Modere | Springville, UT | Aug 2021 - Current | 2 |
| Lazy Horse Brewing | Ohiowa, NE | Sep 2015 - Current | 8 |
| St. Peter Lutheran Church | Deshler, NE | Jan 2015 - Current | 8 |
| Tyler Williams | Geneva, NE | Oct 2021 - Jan 2022 | < 1 |
| Reinke Manufacturing Company, Inc. | Deshler, NE | Jan 2013 - Oct 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- NE
-
Total Assets Under Management368,019MILLIONS
-
Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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