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Sarah Madsen

1 Year of Experience
Omaha, NE
Broker

Sarah Madsen is a registered investment advisor at Raymond James & Associates, INC., based in Omaha, NE, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

13120 Pierce Street, Suite 200, Omaha, NE, 68144

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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.

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Other Business Activities

Sarah is a committee member on the Duchesne Alumni Board, providing support for fundraising events and participating in board meetings. This activity requires a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2024 - Present · 1 yr 6 mos
Raymond James & Associates, INC.Broker
September 2024 - Present · 1 yr 8 mos
State Registrations28 states
ALAZCACOFLGAIAIDILKSMAMEMNMONCNENMNVNYOHOKPASCTXVAWAWIWY
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.