Sara Andres, financial advisor Spearfish SD

Sara Andres

CRD Number: 2985300
Current Firm: Sharebuilder 401k

Sara Andres (CRD# 2985300) is an Investment Advisor Representative working at Sharebuilder 401k in Spearfish, SD and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Dealmaker Securities LLC Melville, NY Aug 2021 - Current < 1
Benchmark Investments, Inc. Stockbridge, GA May 2020 - Current 2
Sharebuilder 401k, LLC Seattle, WA Sep 2018 - Current 3
Antestari, LLC Portland, OR Aug 2018 - Current 3
M Financial Portland, OR Jun 2017 - Jun 2018 1
Self Employed Kirkland, WA Jan 2016 - Jun 2017 1
Capital One Sharebuilder Seattle, WA Aug 2013 - Jan 2016 2
Sharebuilder Advisors, LLC Seattle, WA Aug 2013 - Jan 2016 2
Ameritas Investment Corp Lincoln, NE May 2012 - Jul 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Dec 2002
Contact Info for Sara J. Andres
Phone Number: 425-213-9035
Registered State(s):
  • SD
  • WA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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