Sarah FossCRD Number: 5474766
Current Firm: Northwestern Mutual Investment Services,llc
Sarah Foss (CRD# 5474766) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wayzata, MN and has over 8 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|K Forrester Schneewind||Eden Prairie, MN||Sep 2017 - Current||< 1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jan 2016 - Current||2|
|Northwestern Mutual Investment Services, LLC||Eden Prairie, MN||Apr 2009 - Current||9|
|Brian R. Kelly||Eden Prairie, MN||Jun 2008 - Dec 2017||9|
|Terence R. Mc Tigue||Eden Prairie, MN||Jun 2008 - Oct 2017||9|
|Northwestern Mutual Investment Services, LLC||Eden Prairie, MN||Feb 2014 - Mar 2016||2|
|Timothy Weigel||Eden Prairie, MN||May 2011 - Nov 2012||1|
|Austin Kane||Eden Prairie, MN||Aug 2011 - Oct 2012||1|
|David J. Klein||Eden Prairie, MN||Jun 2008 - Jun 2012||4|
|Christopher J. Hasling||Eden Prairie, MN||Jun 2008 - Jun 2012||4|
|Larwin W Kauffman||Eden Prairie, MN||Jun 2008 - Jun 2012||4|
|Douglas Alan Mikkonen||Eden Prairie, MN||Mar 2011 - Feb 2012||< 1|
|Taylor Fay||Eden Prairie, MN||Sep 2011 - Dec 2011||< 1|
|Daniel Richard Morin||Eden Prairie, MN||May 2011 - Oct 2011||< 1|
|Jeffrey T Johnson||Eden Prairie, MN||Mar 2011 - Jul 2011||< 1|
|Joshua Storms||Minnetonka, MN||Jul 2009 - Mar 2011||1|
|Johan Lawreence Krisopher Gjenvick||Minnetonka, MN||Jun 2008 - Mar 2011||2|
|Jacob Storms||Minnetonka, MN||Aug 2009 - Jul 2010||< 1|
|Jesse Bergland||Minnetonka, MN||Jul 2008 - Jul 2010||2|
|Katherine Wirth||Minnetonka, MN||Feb 2010 - Apr 2010||< 1|
|Jacob J. Storms||Minnetonka, MN||Jun 2008 - Oct 2008||< 1|
|Jesse J. Bergland||Minnetonka, MN||Jun 2008 - Jul 2008||< 1|
|Terence Mc Tigue||Minnetonka, MN||Jan 2008 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- 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, 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
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.