Sarah DanielsCRD Number: 6028366
Current Firm: Wells Fargo Advisors, LLC
Sarah Daniels (CRD# 6028366) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Waukesha, WI and has over 2 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Wells Fargo Advisors, LLC||Sheboygan, WI||Sep 2013 - Current||3|
|Security Financial Solutions||Eau Claire, WI||Jan 2012 - Sep 2013||1|
|Wells Fargo Advisors||Eau Claire, WI||May 2008 - Oct 2011||3|
|Pepsi Bottling Group||Eau Claire, WI||Apr 2004 - Apr 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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)
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV