Sara Schumacher, financial advisor Victoria MN

Sara Schumacher

CRD Number: 4379223
Current Firm: Russell Investments

Sara Schumacher (CRD# 4379223) is an Investment Advisor Representative working at Russell Investments in Victoria, MN and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Russell Fund Distributors, Inc. Tacoma, WA May 2006 - Current 17
Russell Investment Group Tacoma, WA May 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
S65 NASAA Investment Advisors Law Examination Dec 2002
Contact Info for Sara M. Schumacher
Phone Number: 206-505-7877
Registered State(s):
  • AL
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • HI
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MI
  • MN
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • OK
  • PA
  • RI
  • SC
  • SD
  • TX
  • UT
  • VT
  • VA
  • WA
  • WV
  • WI
By the Numbers
  • Total Assets Under Management
    52,481
    MILLIONS
  • Total Number of Accounts
    70,944
    ACCOUNTS
  • Average Account Value
    $739,747
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY

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