Sara Norell, financial advisor Plymouth MN
96 score

Sara Norell

CRD Number: 5959920
Current Firm: Kestra Advisory Services, LLC

Sara Norell (CRD# 5959920) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Plymouth, MN and has over 5 years of experience in the finance industry. Sara Norell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Timothy Brown, financial advisor Plymouth MN
Timothy B. Brown
CRD# 2665369
Brown Wealth Management, LLC
Score
103
Similar Advisors
Phillip Christenson, financial advisor Plymouth MN
Phillip R. Christenson
CRD# 5082883
Phillip James Financial Company
Score
103
Similar Advisors
Eric Hutchens, financial advisor Plymouth MN
Eric J. Hutchens
CRD# 4207178
Allodium Investment Consultants, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Kestra Financial, Inc. Plymouth, MN Dec 2017 - Current < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2013 - Current 5
Northwestern Mutual Investment Serivces, LLC Edina, MN Jul 2012 - Current 5
Michael Erpelding Edina, MN Nov 2011 - Current 6
Michael Erpelding Edina, MN Jul 2011 - Nov 2011 < 1
Wells Fargo Home Mortgage Bloomington, MN Jun 2010 - Jul 2011 1
University Of Wisconsin La Crosse La Crosse, WI Sep 2006 - May 2010 3
The Buckle, Inc. Onalaska, WI Jan 2010 - Mar 2010 < 1
St. Jude Medical, Inc. St. Paul, MN Jun 2009 - Aug 2009 < 1
Rochester Public School District Rochester, MN Jun 2007 - May 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Sara A. Norell
Phone Number: 7374437101
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Sara Norell and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.