Sarah Fitzgerald (CRD# 7463277) is an Investment Advisor Representative working at Northfork Financial LLC in Bozeman, MT and has over 2 years of experience in the finance industry. Sarah Fitzgerald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northfork Financial LLC | Bozeman, MT | Sep 2019 - Current | 4 |
| 45north Partners LLC | Bozeman, MT | Sep 2019 - Current | 4 |
| N/a | Bozeman, MT | Jan 2019 - Aug 2019 | < 1 |
| Mofi | Bozeman, MT | Apr 2010 - Dec 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- MT
- WY
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts526ACCOUNTS
-
Average Account Value$166,840
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MT, WY
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