Sarah Dols is a registered investment advisor, based in Des Moines, IA, with 25 years of industry experience.
Location
4140 Grand Ave., Des Moines, IA, 50312
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah works as a sales associate at Winestyles and as an advisory representative of a registered investment advisor (RIA) called CIRA, dedicating a few hours per week and about 10-20% of her time, respectively. She is also a W2 employee at Vision Financial Group and Financial Integrators, spending full-time hours at Vision Financial Group and nearly full-time hours at Financial Integrators.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Brokers Financial
Brokers International Financial Services, LLC.Broker
Principal Funds Distributor, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Norwest Investment Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.