Sarah NolteCRD Number: 6062407
Current Firm: Cambridge Investment Research Advisors, Inc.
Sarah Nolte (CRD# 6062407) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kalona, IA and has over 3 years of experience in the finance industry.
Nations Financial Group, Inc.
Rda Financial Network
Cambridge Investment Research Advisors, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Apr 2014 - Current||3|
|Cambridge Investment Research, Inc.||Fairfield, IA||Feb 2014 - Apr 2014||< 1|
|University Of Northern Iowa||Cedar Falls, IA||Aug 2010 - Dec 2013||3|
|University Of Northern Iowa-payroll||Cedar Falls, IA||Jan 2011 - Nov 2013||2|
|Cambridge Investment Research||Fairfield, IA||Jun 2013 - Aug 2013||< 1|
|Cambridge Investment Research||Fairfield, IA||May 2012 - Aug 2012||< 1|
|County Bank||Sigourney, IA||May 2011 - Aug 2011||< 1|
|Timeless Charm And Gifts||Keota, IA||Oct 2009 - May 2010||< 1|
|Keota Jr./sr. High School||Keota, IA||Aug 2004 - May 2010||5|
|Keota Eagle Foods||Keota, IA||Jun 2006 - Feb 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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