Sarah Robak
Investment adviser representative at D.A. Davidson & Co.
20 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$41.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- D.A. Davidson & Co.Aug 2025 to now
- D.A. DavidsonMay 2025 to now
- UnemployedOct 2024 to May 2025
- Horsepower TodayMay 2024 to Oct 2024
- Bridges Investment Management Inc.Oct 2020 to May 2024
- TD AmeritradeJul 2006 to Oct 2020
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 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
- 5200209
- Firm CRD
- 199