Sarah Berner
Sarah Berner is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fairfield, IA, with 21 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
1776 Pleasant Plain Rd, Fairfield, IA, 52556
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Regulatory History (1)
Customer Dispute
January 2007Other Business ActivitiesSells Insurance
Sarah is an independent insurance agent since 2004 and co-owns a liquor store and a bar. She also serves as secretary/treasurer for a concrete and snow removal business, and is an advisory rep of a RIA, taking about a quarter of her time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Bfc Planning, INC.
Securities Management & Research, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.