Sarah
Sims
Osaic Institutions, Inc
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About this Advisor
Sarah Sims is a financial advisor based in Lewis Center, Ohio, working with Osaic Institutions, Inc. Sarah has previously held positions at First Commonwealth Bank, Interim Healthcare, Garage Doors Of Ohio, Prime Homecare, Delaware County Bank, Buffalo Wild Wings, Sarah Moore, Convalarium Of Dublin, and Homewell Senior Care. Sarah has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Sarah is part of Osaic Institutions, Inc, which operates out of Lewis Center, Ohio. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Sarah Sims Work History
First Commonwealth Bank
Interim Healthcare
Garage Doors Of Ohio
Prime Homecare
Delaware County Bank
Buffalo Wild Wings
Sarah Moore
Convalarium Of Dublin
Homewell Senior Care
Disclosures
Please visit the SEC profile of Sarah Sims 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 Osaic Institutions, Inc
Meriden, CT
Fargo, ND
Scarsdale, NY
Cornelius, NC
Centerville, MA
New York, NY
Canton, MA
Christiansburg, VA
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