Sara GardnerCRD 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.
Thrivent Advisor Network, LLC
Schaefer Financial Management, Inc.
|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|
Total Assets Under Management14,670MILLIONS
Total Number of Accounts18,365ACCOUNTS
Average Account Value$798,802
- 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
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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