Sarah Thoreen, financial advisor Saint Cloud MN
93 score

Sarah Thoreen

CRD Number: 3097947
Current Firm: Cetera Advisor Networks LLC

Sarah Thoreen (CRD# 3097947) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Saint Cloud, MN and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Vsr Financial Services Overland Park, KS Apr 2015 - Current 1
Girard Securities Inc. San Diego, CA Apr 2015 - Current 1
J.p. Turner & Company, LLC Atlanta, GA Apr 2015 - Current 1
Investors Capital Corp Lynnfield, MA Apr 2015 - Current 1
Legend Equities Corporation Palm Beach Gardens, FL Apr 2015 - Current 1
First Allied Securities, Inc. San Diego, CA Apr 2015 - Current 1
Summit Brokerage Services, Inc. Boca Raton, FL Apr 2015 - Current 1
Cetera Financial Specialists LLC Schaumburg, IL Mar 2013 - Current 3
Cetera Advisor Networks LLC El Segundo, CA Mar 2013 - Current 3
Cetera Advisors LLC Denver, CO Mar 2013 - Current 3
Cetera Investment Services LLC Saint Cloud, MN Jun 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
Contact Info for Sarah J. Thoreen
Phone Number: 310-326-3100
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
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
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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