Sarah Moldan is a registered investment advisor at LPL Financial LLC, based in Great Falls, MT, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
417 Central Ave, Ste 2A, Great Falls, MT, 59401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah operates Sarah Peebles-Moldan Wealth Management as a DBA for her LPL business. She is also a board member for Cascade Farmers Mutual Insurance Company and owns Sarah Moldan, LLC for tax/investment purposes, dedicating minimal time to the LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations4 states
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