SS
SS

Sara Stebbins

10 Years of Experience
Overland Park, KS
Broker

Sara Stebbins is a registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 10 years of industry experience. Sara 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

10955 LOWELL AVE STE 900, 910, 920, 100, and 200, Overland Park, KS, 66210

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Sara works as a planning analyst for Prosperity Advisors LLC and as a financial professional for Comprehensive Retirement Solutions (CRS), LLC, dedicating full-time hours to these roles. She also refers clients to CPAs through Prosperity Tax Center, LLC and CRS Tax Solutions, LLC, and serves as treasurer for Raymore-Peculiar South Middle School PTA, spending minimal time on these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
May 2015 - Present · 11 yrs 2 mos
Previous Registrations
Cetera Advisors LLC
January 2016 - March 2024 · 8 yrs 2 mos
State Registrations12 states
AZCACOFLIAKSMONEOHPATXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.