Sara L. Strasser

WELLTH ADVISORY SERVICES

Marietta, GA

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CRD#: 4377795

Professional summary

Sara Lyn Strasser, who also goes by Sara Lyn Youstra, is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Marietta, Georgia.

Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Sara has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sara Lyn Youstra

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) 4/1/2019 - Business Entity For Tax/Investment Purposes Only - SRP Holdings Group LLC - Shorewood, IL 2) 4/1/2019 - DBA for LPL Business (entity for LPL business) - Strategic Retirement Partners - Summerfield, NC 3) 4/1/2019 - DBA for LPL Business (entity for LPL business) - SRP - Summerfield, NC. 4) 4/4/2019 - Global Retirement Partners - DBA: Strategic Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Plan Consultant - Start Date: 10/2015 - 80 Hours Per Month/60 Hours During Securities Trading - I provide investment advisory services through Strategic Retirement Partners an independent investment advisor firm. I started this business activity in 10/2015. I expect to spend approximately 80 hours per month on this activity.Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. TERMED 6/2024 5) 4/5/2019 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 3/29/2019. TERMED 6/2024 6) 4/5/2019 - Global Retirement Partners - DBA: SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 10/2015.TERMED 6/2024

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sara Lyn Strasser's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 28, 2024 - Present

WELLTH ADVISORY SERVICES, LLC

RIA

CRD#: 330537

Marietta, GA

Past

April 1, 2019 - July 9, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Shorewood, IL

Past

April 1, 2019 - July 29, 2020

LPL FINANCIAL LLC

CRD#: 6413

SUMMERFIELD, NC

Past

April 19, 2016 - April 1, 2019

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Shorewood, IL

Past

September 1, 2015 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

Shorewood, IL

Past

May 7, 2015 - April 1, 2019

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Shorewood, IL

Past

August 8, 2014 - October 2, 2015

WEALTHSPIRE RETIREMENT ADVISORY

RIA

CRD#: 121254

WHEATON, IL

Past

June 2, 2011 - August 12, 2014

FINANCIAL TELESIS INC

RIA

CRD#: 31012

Wheaton, IL

Past

June 2, 2011 - August 12, 2014

FINANCIAL TELESIS INC

CRD#: 31012

Wheaton, IL

Past

March 14, 2005 - March 29, 2011

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

LOMBARD, IL

Past

April 16, 2001 - March 29, 2011

PRINCIPAL SECURITIES, INC.

CRD#: 1137

LOMBARD, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(6/28/2024)

IAR

North Carolina
(6/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/11/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/4/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/11/2001

General Securities Representative Examination

Current Firm

WELLTH ADVISORY SERVICES, LLC

STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA

Registered Investment Advisory firm - (4/26/2024 Approved)

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Contact information

Main Address

Shorewood, IL

Mailing Address

Phone number

(866) 777-4015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WELLTH ADV WRAP BROCHURE (3/31/2025)

WELLTH ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,338
AUM (Assets Under Management)	$ 23,574,040,155

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Sara L. Strasser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sara Lyn Strasser's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

WEALTHSPIRE RETIREMENT ADVISORY

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

WELLTH ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/11/2005

Series 63

Date: 5/4/2001

SIE

Date: 10/1/2018

Series 7

Date: 4/11/2001

Current Firm

WELLTH ADVISORY SERVICES, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WELLTH ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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