Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Crown Point
6yrs
Sara Green has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Crown Point, Indiana. Sara has been with Ameriprise Financial Services since 2022. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 107 advisors with offices in Crown Point, and one of 98 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office11480 Broadway, Crown Point, IN 46307
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Sara
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Sara. 11480 BroadwayCrown Point, IN 46307Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Sara
Tailored to Sara’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
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About Sara
How do I contact Sara?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Sara Green. Sara works from the Crown Point, IN office.
How long has Sara been a financial advisor?
Sara has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Sara hold?
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?
Ameriprise Financial 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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