Sara Allison monahan Norell
Investment adviser representative at Kestra Advisory Services, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$79.8BFirm 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
Experience
15 years in the industry.
- Kestra Advisory Services, LLCDec 2017 to now
- Kestra Investment Services, LLCDec 2017 to now
- Northwestern Mutual Wealth Management CompanyMar 2013 to Dec 2017
- Northwestern Mutual Investment Serivces, LLCJul 2012 to Dec 2017
- Michael ErpeldingNov 2011 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 5959920
- Firm CRD
- 283330