Sarah AnthoferCRD Number: 4420604
Current Firm: Global Retirement Partners LLC
Sarah Anthofer (CRD# 4420604) is an Investment Advisor Representative working at Global Retirement Partners LLC in West Des Moines, IA and has over 8 years of experience in the finance industry.
Clarity Asset Management, Inc.
Northwestern Mutual Investment Services,llc
Lpl Financial LLC
|Global Retirement Partners, LLC||West Des Moines, IA||Apr 2018 - Current||4|
|Lpl Financial, LLC||West Des Moines, IA||Apr 2018 - Current||4|
|Principal Life Insurance Company||West Des Moines, IA||Jun 2001 - Mar 2018||16|
|Princor Financial Services Corporation||West Des Moines, IA||Jun 2001 - Mar 2018||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management107,120MILLIONS
Total Number of Accounts19,922ACCOUNTS
Average Account Value$5,376,981
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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