Sarah KoropCRD Number: 5994744
Current Firm: Waddell & Reed
Sarah Korop (CRD# 5994744) is an Investment Advisor Representative working at Waddell & Reed in Denver, CO and has over 5 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Fit Financial Consulting LLC
|Bbkp Admin Llc Dba Ground Up Sports Performance||Colorado Springs, CO||Oct 2017 - Current||< 1|
|Senior Resource Council||Colorado Sprins, CO||Jul 2017 - Current||< 1|
|Elite Networking Group||Colorado Springs, CO||Jan 2017 - Current||1|
|Senior Resource Council||Colorado Springs, CO||Aug 2016 - Current||1|
|The Frs Group LLC||Colorado Springs, CO||Aug 2016 - Current||1|
|Tri Lakes Chamber Of Commerce||Monument, CO||Mar 2016 - Current||2|
|Sp Administration||Colorado Springs, CO||Nov 2014 - Current||3|
|Various Insurance Carriers For W& R Insurance Agencies||Colorado Springs, CO||Apr 2012 - Current||5|
|Waddell & Reed, Inc.||Colorado Springs, CO||Nov 2011 - Current||6|
|Unemployed||Colorado Springs, CO||Jun 2011 - Nov 2011||< 1|
|Central Uniform||Colorado Springs, CO||May 2005 - Sep 2011||6|
|Ent Federal Credit Union||Colorado Springs, CO||Jan 2010 - Jun 2011||1|
|Olive Garden||Colorado Springs, CO||Jun 2007 - Feb 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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