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Sarah D
Series 63, Series 65
Winterset, IA
OSAIC
Sarah Dory is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 16 years of industry experience. She has worked at OSAIC since 2024 and concurrently serves as president of Dawney Financial, where she assists clients with health coverage, life insurance, and long-term care needs. Prior to joining OSAIC, she worked at Woodbury Financial Services and Millang Financial Group. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to build portfolios with a range of investment options managed on discretionary or non-discretionary bases.
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