Sarah Lipking-Monard
Sarah Lipking-Monard is a registered investment advisor at Cetera Investment Advisers LLC, based in Meridian, ID, with 5 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
3251 E Presidental Dr, Meridian, ID, 83642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah volunteers at the Southern Oregon Humane Society, providing foster care for dogs. She also volunteers a few hours per week at the Craterian Theater and The Village at Medford Center.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
State Registrations1 state
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