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Credentials
Series 63, Series 65, Series 66
Experience Industry experience
20 years
Location
Presho, SD
LPL Financial
Institution
Sarah Stanley is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63, 65, and 66 credentials and has worked at several firms including BMO and Raymond James Financial Services. Outside of her advisory work, she has experience as an independent stylist and has contributed to The Presho Post. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management programs and supports advisors with both proprietary research and third-party strategies across various investment approaches.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Presho, SD
Presho SD
Advisors at this office
1
South Dakota · Wisconsin
20 years of industry experience
LPL Financial
2024 - Present • 2 years
Presho, SD
Bmo
2024 - Present • 2 years
Tempe, AZ
The Presho Post
2021 - 2024 • 3 years
Presho, SD
Rover.com
2020 - 2021 • 1 year
Severance, CO
Bank of Colorado
2020 - 2021 • 1 year
Windsor, CO
Raymond James Financial Services, Inc
2020 - 2021 • 1 year
Windsor, CO
Raymond James Financial Services Advisors
2020 - 2021 • 1 year
Windsor, CO
Independent Sylist
2019 - 2021 • 2 years
Fort Collins, CO
USBI
2005 - 2019 • 14 years
Portland, OR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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