Sarah
Werner

Ausdal Financial Partners, Inc

CRD#5649764
Investment Advisor
in Downers Grove, IL

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About this Advisor

Sarah Werner is a financial advisor based in Downers Grove, Illinois, working with Ausdal Financial Partners, Inc. Sarah has previously held positions at Changepath, LLC, L & L Advisors, Kansas State University, Mitchell Technical Institute, Mint Hill Wealth Management, and Ausdal Financial Partners, Inc. Sarah has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Nebraska. Currently, Sarah is part of Ausdal Financial Partners, Inc, which operates out of Downers Grove, Illinois. The firm has 86 offices and 317 employees. The firm manages assets totaling $1.5 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, selection of other advisers, and other services. The fee structure at Ausdal Financial Partners, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

3250 Lacey Road Suite 130
Downers Grove, IL 60515

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Ausdal Financial Partners, Inc Brokerage Details

Total Assets Under Management

$1,533,931,190

IL Average: $9,259,360,772
Total Number of Employees

317

IL Average: 166
Total Number of Accounts

8,079

IL Average: 7,189
Average Account Size

$189,866

IL Average: $1,287,990

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
  • Other

Sarah Werner Work History

2022 - Present (2 years)

Mint Hill Wealth Management

2022 - Present (2 years)

Ausdal Financial Partners, Inc

2021 - 2022 (1 year)

Changepath, LLC

2021 - 2022 (1 year)

L & L Advisors

2017 - 2021 (4 years)

Kansas State University

2014 - 2017 (3 years)

Mitchell Technical Institute

Disclosures

Please visit the SEC profile of Sarah Werner 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 Ausdal Financial Partners, Inc

Kevin Leet
Louisville, KY
Tyler Anderson
Downers Grove, IL
Amy Marker
Downers Grove, IL
Kasey Reed
Orland Park, IL
Max Birkinbine
Saint Paul, MN
Nathan Schaefer
Huron, OH
Sarah Werner
Downers Grove, IL
Ryan Dau
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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