Sara
Rodewald
Osaic Wealth, Inc
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About this Advisor
Sara Rodewald is a financial advisor based in Eagle, Idaho, working with Osaic Wealth, Inc. Sara has previously held positions at Family Tree Financial, Sara Rodewald Real Estate, LLC, Saraisms, LLC, Nomi & Brave, and Osaic Wealth, Inc. Sara has passed the Series 66 regulatory exam and is registered to provide services in Idaho. Currently, Sara is part of Osaic Wealth, Inc, which operates out of Eagle, Idaho. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Sara Rodewald Work History
Family Tree Financial
Osaic Wealth, Inc
Saraisms, LLC
Sara Rodewald Real Estate, LLC
Nomi & Brave
Disclosures
Please visit the SEC profile of Sara Rodewald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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