Sara OrtizCRD Number: 4547649
Current Firm: Ameriprise Financial Services, Inc.
Sara Ortiz (CRD# 4547649) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in San Antonio, TX and has over 15 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Hackett Financial Group, LLC
Wealth Watch Advisors, LLC
|Ameriprise Financial Services, Inc.||San Antonio, TX||Jan 2016 - Current||2|
|Bank Of America, N.a.||San Antonio, TX||Nov 2014 - Jan 2016||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Antonio, TX||Sep 2011 - Jan 2016||4|
|Sole Propietor - Boon Sisters||San Antonio, TX||Aug 2011 - Oct 2012||1|
|Arbonne||San Antonio, TX||May 2011 - Oct 2012||1|
|Unemployed||San Antonio, TX||Apr 2011 - Sep 2011||< 1|
|Self-employed||San Antonio, TX||Nov 2005 - Sep 2011||5|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Dec 2010 - Apr 2011||< 1|
|Investment Professionals, Inc.||San Antonio, TX||Jul 2009 - Dec 2010||1|
|Ameriprise Financial Services Inc.||San Antonio, TX||Jan 2006 - Jul 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- 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)
- Publication of periodicals or newsletters
- 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.