Sara Lynn Klaessy
Investment adviser representative at 1834 Investment Advisors Co.
32 yearsExperience
1 stateRegistered in
$2.2BFirm assets
50 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
32 years in the industry.
- 1834 Investment Advisors Co.Jan 2025 to now
- Princor Financial Services CorporatonJul 2011 to Nov 2024
- Principal Mutual Life InsuranceMay 1994 to Nov 2024
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
1834 Investment Advisors Co.
$2.2BAssets managed
542Clients
16Advisers
50 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2512808
- Firm CRD
- 105435