Sara Stiles (CRD# 5289834) is an Investment Advisor Representative working at Rise Retirement, LLC in Lees Summit, MO and has over 16 years of experience in the finance industry. Sara Stiles 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# 5595335
Prime Capital Investment Advisors, LLC
CRD# 6129945
Creative Planning
CRD# 6330565
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group Inc. | Littleton, CO | May 2021 - Current | 3 |
| Two West Capital Advisors LLC | Kansas City, MO | Jan 2019 - Current | 5 |
| Rise Consulting, LLC | Overland Park, KS | Sep 2018 - Current | 5 |
| Rise Agency, LLC | Overland Park, KS | Sep 2018 - Current | 5 |
| The Retirement Advantage | Appleton, WI | Sep 2017 - Mar 2019 | 1 |
| Principal Securities, Inc. | Des Moines, IA | Jul 2016 - Sep 2017 | 1 |
| American Century Investment Services Inc. | Kansas City, MO | Aug 2014 - Jun 2016 | 1 |
| Bosc, Inc. | Tulsa, OK | Jun 2012 - Jul 2014 | 2 |
| Bok Financial Advisors | Overland Park, KS | Jun 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2007 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2009 |
- KS
- MO
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts260ACCOUNTS
-
Average Account Value$152,651
- 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
- Pension consulting services
- Educational seminars/workshops
- Other
KS, MO
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.