Wellth Advisory Services
44yrs
Top advisor by experience at Wellth Advisory Services
25yrs
Sara Lyn Strasser
Financial advisor at Wellth Advisory Services
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 73% of advisors nationwide
OfficeShorewood, IL
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Wellth Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2024 – nowWellth Advisory Services, LLCCurrent firm
- 2019 – 2024Global Retirement Partners LLCPreviously
- 2016 – 2019Kestra Advisory Services, LLCPreviously
- Sep 2015 – Sep 2016Kestra Investment Services, LLCPreviously
- Aug 2014 – Oct 2015Wealthspire Retirement AdvisoryPreviously
- 2011 – 2014Financial Telesis Inc.Previously
- 2005 – 2011Principal Securities, Inc.Previously
Questions to ask Sara
Tailored to Sara’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sara
How do I contact Sara?
Call Wellth Advisory Services at 866-777-4015 and ask for Sara Lyn Strasser. Sara works from the Shorewood, IL office.
How long has Sara been a financial advisor?
Sara has been in the industry since 2001, about 25 years. More experience than 73% of advisors nationwide.
What licenses does Sara hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Sara a fiduciary?
Sara is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sara paid?
Wellth Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sara for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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