Sara Gardner, financial advisor Littleton CO

Sara Gardner

CRD Number: 3027340
Current Firm: Ep Wealth Advisors

Sara Gardner (CRD# 3027340) is an Investment Advisor Representative working at Ep Wealth Advisors in Littleton, CO and has over 24 years of experience in the finance industry. Sara Gardner 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.

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Professional Designations
Company Name Location Dates Years
Ep Wealth Advisors Torrance, CA Nov 2016 - Current 5
Elevated Planning, LLC Conifer, CO Apr 2015 - Dec 2016 1
Tiaa-cref Individual & Institutional Services, LLC Denver, CO Sep 2004 - Mar 2015 10
Tiaa Denver, CO Sep 2004 - Mar 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for Sara R. Gardner
Phone Number: 310-543-4559
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    14,670
    MILLIONS
  • Total Number of Accounts
    18,365
    ACCOUNTS
  • Average Account Value
    $798,802
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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