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Sarah Nowfel

21 Years of Experience
Fort Collins, CO
Broker

Sarah Nowfel is a registered investment advisor at Wells Fargo Advisors, based in Fort Collins, CO, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

375 E Horsetooth Rd Bldg 4 Ste 101, [Satellite], Fort Collins, CO, 80525

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sarah receives annual payments over a four-year period from the prior sale of her financial advisory practice, starting in January 2023. She has no duties with the business and devotes no time to it.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2025 - Present · 10 mos
Wells Fargo Advisors
July 2025 - Present · 10 mos
Previous Registrations
Pacer Financial, INC.Broker
January 2023 - July 2025 · 2 yrs 6 mos
Pacer Advisors, INC.
January 2023 - July 2025 · 2 yrs 6 mos
Cambridge Investment Research, INC.Broker
March 2021 - December 2022 · 1 yr 9 mos
Cambridge Investment Research Advisors, INC.
March 2021 - December 2022 · 1 yr 9 mos
First Financial Equity CorporationBroker
July 2011 - March 2021 · 9 yrs 8 mos
First Financial Equity Corporation
July 2011 - March 2021 · 9 yrs 8 mos
Astor Asset Management LLC
March 2011 - July 2011 · 4 mos
Knight Capital Americas, L.P.Broker
February 2011 - July 2011 · 5 mos
Advisors Asset Management, INC.Broker
October 2009 - May 2010 · 7 mos
Fidelity Investments Institutional Services Company, INC.Broker
September 2008 - July 2009 · 10 mos
Van Kampen Funds INC.Broker
September 2006 - July 2008 · 1 yr 10 mos
First Trust Portfolios L.P.Broker
April 2005 - September 2006 · 1 yr 5 mos
Metlife Investors Distribution CompanyBroker
December 2004 - April 2005 · 4 mos
Metlife Investors Distribution CompanyBroker
May 2003 - December 2004 · 1 yr 7 mos
State Registrations26 states
CACOCTFLIAIDILINKSMIMNMOMSMTNENJNYOHORSCSDTXVAWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.