Sarah WalgenbachCRD Number: 5248305
Current Firm: Stifel, Nicolaus & Company, Incorporated
Sarah Walgenbach (CRD# 5248305) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Madison, WI and has over 14 years of experience in the finance industry.
Mckinley Money, LLC
Baker Tilly Wealth Management, LLC
Ameriprise Financial Services, LLC
|Stifel Nicolaus & Co Inc.||Madison, WI||Oct 2016 - Current||5|
|Buttonwood Partners, Inc.||Madison, WI||Sep 2013 - Oct 2016||3|
|Rml Anderson LLC||Madison, WI||Sep 2013 - Oct 2016||3|
|Morgan Stanley Smith Barney||Madison, WI||Jun 2009 - Sep 2013||4|
|Morgan Stanley & Company, Incorporated||Madison, WI||Oct 2007 - Sep 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management117,820MILLIONS
Total Number of Accounts279,563ACCOUNTS
Average Account Value$421,444
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, 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
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