Sara Tilberg, financial advisor North Mankato MN

Sara Tilberg

CRD Number: 4654940
Current Firm: Lpl Financial LLC

Sara Tilberg (CRD# 4654940) is an Investment Advisor Representative working at Lpl Financial LLC in North Mankato, MN and has over 20 years of experience in the finance industry. Sara Tilberg 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
Lpl Financial LLC North Mankato, MN Jul 2021 - Current 2
Sara L. Tilberg, LLC Mora, MN Mar 2019 - Jul 2021 2
Zion Preschool Mora, MN Jan 2016 - Jul 2021 5
Sara L Tilberg LLC Mora, MN Jan 2015 - Jul 2021 6
Divorce Settlement Solutions LLC Ogilvie, MN Dec 2014 - Jul 2021 6
Tilberg Properties, LLC Ogilvie, MN Mar 2012 - Jul 2021 9
Various Insurance Carriers For W & R Insurance Agencies Rochester, MN Jul 2003 - Jul 2021 18
Waddell & Reed, Inc. Ogilvie, MN Apr 2003 - Jul 2021 18
Bni-northern Lights Networking Chapter Blaine, MN Oct 2014 - Aug 2017 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Sara L. Tilberg
Phone Number: 704-733-3300
Registered State(s):
  • FL
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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