Sara A Blanchard
Investment adviser representative at LPL Financial LLC
15 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial LLCJan 2025 to now
- Jurgens Park Senior LivingOct 2024 to Dec 2024
- Sara Blanchard FamilyApr 2022 to Oct 2024
- LPL Financial, LLCJul 2021 to Apr 2022
- Sara BlanchardDec 2020 to Dec 2022
- Sara RhodesDec 2018 to Dec 2020
- James StrauchJul 2018 to Jul 2021
- Waddell & Reed, Inc.Jul 2018 to Jul 2021
- Christine OverJul 2018 to Jan 2019
- Over & StrauchJun 2018 to Jul 2021
- UnemployedMay 2018 to Jul 2018
- Various Insurance Carriers for W & R Insurance AgenciesJul 2017 to Jul 2021
- Kristopher SleemanMar 2017 to May 2018
- Susan YesiladaMar 2017 to May 2018
- Waddell & Reed, Inc.Sep 2011 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5986252
- Firm CRD
- 6413