Randall Sauer, financial advisor Pittsburg KS

Randall Sauer

CRD Number: 1813516
Current Firm: Concurrent Investment Advisors, LLC

Randall Sauer (CRD# 1813516) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Pittsburg, KS and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY May 2023 - Current < 1
Concurrent Investment Advisors Llc Dba Sauer Wealth Management Pittsburg, KS Jan 2021 - Current 3
Raymond James Financial Services Advisors, Inc. Pittsburg, KS Jan 2021 - May 2023 2
Raymond James Financial Services, Inc. Pittsburg, KS Jan 2021 - May 2023 2
Wells Fargo Clearing Services, LLC Pittsburg, KS Nov 2016 - Jan 2021 4
Wells Fargo Advisors Pittsburg, KS Jan 1988 - Jan 2021 33
Wells Fargo Advisors LLC Pittsburg, KS May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Randall C. Sauer
Phone Number: (813) 575-2652
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    6,046
    MILLIONS
  • Total Number of Accounts
    17,385
    ACCOUNTS
  • Average Account Value
    $347,744
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MD, MI, MN, NC, NJ, NM, NY, OK, OR, SC, TN, TX, VA, WA, WI

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