Sarah Nolte, financial advisor Kalona IA
88 score

Sarah Nolte

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Apr 2014 - Current 2
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
Contact Info for Sarah A. Nolte
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • 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, 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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