Sarah Ta is a registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 13 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
901 Marquette Ave, Suite 2800, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah works as a paraplanner for Box Financial Advisors, preparing client investment and planning reports. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations1 state
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