Sarah Austin (CRD# 6636294) is an Investment Advisor Representative working at Northwest Financial Services Inc. in Indianapolis, IN and has over 7 years of experience in the finance industry. Sarah Austin 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.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwest Financial Services Inc. | Indianapolis, IN | Jan 2016 - Current | 8 |
| Cedarville University | Cedarville, OH | Jan 2014 - Dec 2015 | 1 |
| Cedarville University | Cedarville, OH | Aug 2012 - Dec 2015 | 3 |
| Northwest Financial Services Inc. | Indianapolis, IN | Jun 2015 - Aug 2015 | < 1 |
| Akcelerant LLC | Malvern, PA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- IN
- TX
-
Total Assets Under Management487MILLIONS
-
Total Number of Accounts450ACCOUNTS
-
Average Account Value$1,081,825
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, IN, MI, NC, OH, TN, TX
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