Randall Sauer is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior firms include Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He also serves as vice president and treasurer of Pam Sauer Ministries, a charitable organization.
Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.