Sara Brost (CRD# 7646136) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Medford, WI and has 1 year of experience in the finance industry.
CRD# 5555164
Edward Jones
CRD# 5764891
Thrivent Investment Management Inc.
CRD# 2880564
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Medford, WI | Jan 2024 - Current | < 1 |
Forward Bank | Marshfield, WI | Sep 2022 - Current | 1 |
Renne Health And Rehabilitation | Weston, WI | Dec 2021 - Current | 2 |
Woodbury Financial Services Inc. | Marshfield, WI | Apr 2023 - Jan 2024 | < 1 |
Select Rehabilitation | Port Edwards, WI | Dec 2022 - Mar 2023 | < 1 |
Aspirus | Wausau, WI | Feb 2022 - Mar 2023 | 1 |
Burns Insurance | Marshfield, WI | Dec 2021 - Jul 2022 | < 1 |
Marshfield Medical Center | Marshfield, WI | Aug 2011 - Dec 2021 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- FL
- TX
- WI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- 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, 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, WY
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