Sara
Schumacher

Russell Investments

CRD#4379223
Investment Advisor
in Victoria, MN

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About this Advisor

Sara Schumacher is a financial advisor based in Victoria, Minnesota, working with Russell Investments. Sara has previously held positions at Russell Fund Distributors, Inc and Russell Investment Group. Sara has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin. Currently, Sara is part of Russell Investments, which operates out of Victoria, Minnesota. The firm has 2 offices and 653 employees. The firm manages assets totaling $52.5 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Russell Investments includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

Victoria, MN

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Russell Investments Brokerage Details

Total Assets Under Management

$52,480,583,056

MN Average: $3,566,627,242
Total Number of Employees

653

MN Average: 46
Total Number of Accounts

70,944

MN Average: 1,499
Average Account Size

$739,747

MN Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Sara Schumacher Work History

2006 - Present (18 years)

Russell Fund Distributors, Inc

2006 - Present (18 years)

Russell Investment Group

Disclosures

Please visit the SEC profile of Sara Schumacher 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 Russell Investments

Jeffrey Christiansen
Milwaukee, WI
Jack Swingle
West Des Moines, IA
Jared Hare
Milwaukee, WI
Benjamin L'Empereur
Milwaukee, WI
Kevin Mcauliffe
Milwaukee, WI
Martin Roche
Milwaukee, WI
Michael Montemayor
Grapevine, TX
Derek Hart
Seattle, WA

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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