Sarah Kate Lipking-monard
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Washington Trust BankFeb 2023 to now
- Cetera Investment Advisers LLCSep 2020 to now
- Cetera Investment Services LLCJan 2019 to now
- Southern Oregon UniversityAug 2016 to Jun 2018
- Rogue Credit UnionJan 2016 to Feb 2023
- Cuso Financial Services, LPJan 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OR).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 6331535
- Firm CRD
- 105644