Sarah
Damsgaard
The Invictus Collective, LLC
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About this Advisor
Sarah Damsgaard is a financial advisor working in Park Ridge, Illinois with a total of 2 years of industry experience. Damsgaard is currently employed by The Invictus Collective, LLC. Their career trajectory has included roles at Reinhart Partners, Inc, Credit Suisse Securities (Usa) LLC, Jp Morgan Chase Bank Na, Jpmorgan Securities LLC, The Invictus Collective, LLC and Purshe Kaplan Sterling Investments. Damsgaard maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois, Texas and Wisconsin. The Invictus Collective, LLC is a company based in Park Ridge, IL. The firm has offices in three locations and just five financial advisors. It administers $277 million in assets among its 198 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 198 accounts, 67% belong to high-net-worth investors who have more than $1 million in assets available to invest. The Invictus Collective, LLC offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules depend on the services offered. Fees charged by The Invictus Collective, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Invictus Collective, LLC Brokerage Details
$277,093,014
5
198
$1,399,460
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Sarah Damsgaard Work History
Sarah has been registered as a financial advisor for 2 years.*
The Invictus Collective, LLC
Purshe Kaplan Sterling Investments
Jp Morgan Chase Bank Na
Jpmorgan Securities LLC
Credit Suisse Securities (Usa) LLC
Reinhart Partners, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sarah Damsgaard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Invictus Collective, LLC
Park Ridge, IL
Park Ridge, IL
Park Ridge, IL
Park Ridge, IL
Park Ridge, IL
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