Sarah Guibert
Sarah Guibert is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Minneapolis, MN, with 9 years of industry experience. Sarah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,735 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.
Fee Estimator
Location
Minneapolis, MN
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2026Other Business Activities
Sarah operates under the DBA Wealth Enhancement Group for her LPL business since February 2020. She also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
Transamerica Financial Advisors, LLC
Transamerica Financial Advisors, LLCBroker
Transamerica Financial Advisors, LLC
Previous Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 states
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
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