Sarah Holmes is a registered investment advisor at Cetera Investment Advisers LLC, based in Midland, MI, with 16 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
2612 Ashman St, Midland, MI, 48640
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah is the owner and a financial professional at Smith & Company Financial Services, dedicating full-time hours to this role. She also serves as treasurer for Hemlock Youth Baseball and Softball, spending minimal time managing their finances.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations20 states
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