Sarah
Ruef-Lindquist

Commonwealth Financial Network

CRD#6716490
Investment Advisor
in Camden, ME

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About this Advisor

Sarah Ruef-Lindquist is a financial advisor who works out of Camden, Maine with a total of 6 years of industry experience. Ruef-Lindquist is an advisor for Commonwealth Financial Network. During their career, Ruef-Lindquist has held roles at Allen Insurance And Financial, Maine Women'S Fund and Commonwealth Financial Network. Ruef-Lindquist maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maine. Commonwealth Financial Network is a registered investment company operating out of Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 advisors. It manages $146 billion in assets under management across its 585,629 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets available to invest. Commonwealth Financial Network offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on the services provided. However, fee types billed by Commonwealth Financial Network likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

31 Chestnut Street
Camden, ME 04843

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

ME Average: $16,012,751,954
Total Number of Employees

4,300

ME Average: 118
Total Number of Accounts

585,629

ME Average: 4,567
Average Account Size

$249,965

ME Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Sarah Ruef-Lindquist Work History

Sarah has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Allen Insurance And Financial

2016 - Present (8 years)

Commonwealth Financial Network

2012 - 2016 (4 years)

Maine Women'S Fund

*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 Ruef-Lindquist 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 Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Christopher Lamal
Green Bay, WI
Sviatlana Maslava
New York, NY
Sean Roche
Waltham, MA
John Cronin
East Syracuse, NY
Peter Leonczyk
Ludlow, MA
Stephanni Sharp
San Diego, CA
Samuel Rich
Waltham, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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