Skip to content

Sarah Duff Werner

Investment adviser representative at Ausdal Financial Partners, Inc.
12 yearsExperience
1 stateRegistered in
$3.7BFirm assets
18 yearsFirm in business

Are you Sarah Duff Werner? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Ausdal Financial Partners, Inc.Jun 2022 to now
  2. Mint Hill Wealth ManagementJun 2022 to now
  3. Changepath, LLCDec 2021 to Jun 2022
  4. L & L AdvisorsNov 2021 to Jun 2022
  5. Kansas State UniversityJun 2017 to Oct 2021
  6. Mitchell Technical InstituteJul 2014 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022
  • Series 63 · Uniform Securities Agent State Law2023

State registrations

Registered as an investment adviser representative in 1 state (NE).

Ausdal Financial Partners, Inc.

$3.7BAssets managed
16,572Clients
184Advisers
18 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
5649764
Firm CRD
7995
Advisor's SEC record (opens in a new tab)
CallContact this firm