Sara
Schauermann
Financial Advocates Investment Management
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About this Advisor
Sara Schauermann is a financial advisor based in Cody, Wyoming, working with Financial Advocates Investment Management. Sara has previously held positions at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Lpl Financial LLC, Level Four Advisory Services, and Financial Advocates Investment Management. Sara has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Louisiana, Texas, and Wyoming. Currently, Sara is part of Financial Advocates Investment Management, which operates out of Cody, Wyoming. The firm has 56 offices and 99 employees. The firm manages assets totaling $3.9 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, and pension consulting services. The fee structure at Financial Advocates Investment Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Advocates Investment Management Brokerage Details
$3,854,677,483
99
19,268
$200,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Sara Schauermann Work History
Financial Advocates Investment Management
Lpl Financial LLC
Level Four Advisory Services
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank Na
Disclosures
Please visit the SEC profile of Sara Schauermann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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