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Sarah Christine Irwin

Advisor at Ameriprise — Pleasantville, PA

Updated today

Credentials

Series 66

Experience

18 years

Location

Pleasantville, PA

Ameriprise logo

Ameriprise

Institution

Total advisors

13,129

Across 4,274 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Sarah Irwin is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and totaling 18 years of industry experience. She has worked at Ameriprise since 2010 and spent one year at Guiding Hands. Outside of her advisory role, she is a commissioned Notary Public. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Pleasantville, PA

Pleasantville PA

Advisors at this office

1

Most active in

North Carolina · Pennsylvania · Texas

Work history

18 years of industry experience

Guiding Hands

2025 - 2026 • 1 year

Titusville, PA

Ameriprise Financial Services, LLC

2020 - Present • 6 years

Titusville, PA

Ameriprise Financial Services, Inc.

2010 - 2020 • 10 years

Erie, PA

HBKS Wealth Advisors

2008 - 2010 • 2 years

Titusville, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

Oil City, PA

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