Sarah Benton, financial advisor Havre MT
93 score

Sarah Benton

CRD Number: 5481529
Current Firm: Waddell & Reed

Sarah Benton (CRD# 5481529) is an Investment Advisor Representative working at Waddell & Reed in Havre, MT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
High Plains Team LLC Great Falls, MT May 2015 - Current 1
Sarah J Benton LLC Great Falls, MT Apr 2011 - Current 5
Various Insurance Carriers For W & R Insurance Agencies Great Falls, MT Jul 2008 - Current 8
Waddell & Reed, Inc. Great Falls, MT Jan 2008 - Current 8
Morningside Elem Pta Great Falls, MT Sep 2013 - Jun 2015 1
Willard Fladager Havre, MT Jan 2011 - Jan 2012 1
Chris Faber Havre, MT Jan 2011 - Jan 2012 1
Mackenzie River Pizza Great Falls, MT Aug 2006 - May 2008 1
Umemployed Butte, MT Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Sarah J. Benton
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AK
  • CA
  • FL
  • ID
  • MI
  • MT
  • NE
  • NV
  • ND
  • OH
  • WA
  • WI
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
93
Clean Record
This advisor has a clean track record with regulators.

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