Sara A. Laclair

CAPITAL INSIGHT PARTNERS

Scottsdale, AZ 85255

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CRD#: 6255750

Professional summary

Sara Ashley Laclair, who also goes by Sara Ashley Lidman, is a registered financial advisor currently at CAPITAL INSIGHT PARTNERS, LLC located in Scottsdale, Arizona.

Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Sara has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sara Ashley Lidman

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.

NAME OF ENTITY:GILBERT LEADERSHIP; No; 119 N GILBERT RD STE 101; GILBERT; AZ; 85299; NON-PROFIT ORGANIZATION; BOARD MEMBER; 8/19/2016; 4; 0; MAKING GENERAL POLICIES & STANDARDS AND MAINTAINING THEM AND COORDINATING ISSUE DAYS FOR THE GILBERT LEADERSHIP CLASS.|NAME OF ENTITY:GILBERT HISTORICAL SOCIETY; No; 10 S GILBERT RD; GILBERT; AZ; 85296; HISTORICAL MUSEUM; BOARD MEMBER; 3/1/2016; 4; 0; MAKING GENERAL POLICIES AND MAINTAINING THEM AS WELL AS STANDARDS,OPERATIONAL COUNTINUITY & CONDITIONS FOR THE MUSEUM.|

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sara Ashley Laclair'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

October 22, 2018 - Present

CAPITAL INSIGHT PARTNERS, LLC

Office #1: 7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255

RIA

CRD#: 147165

Scottsdale, AZ

Past

March 14, 2016 - October 4, 2018

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

GILBERT, AZ

Past

October 21, 2015 - October 4, 2018

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

GILBERT, AZ

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".

CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165 / SEC#: 801-69421

RIA

Registered Investment Advisory firm - (7/14/2008 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

Arizona
(10/22/2018)

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: 1/26/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/2015

General Securities Representative Examination

Current Firm

CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165 / SEC#: 801-69421

RIA

Registered Investment Advisory firm - (7/14/2008 Approved)

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Contact information

Main Address

7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255

Mailing Address

Phone number

(480) 295-7070

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 - APPENDIX 1 - WRAP (3/14/2025)

ADV PART 2 - NON-WRAP (3/14/2025)

Regulatory assets under management

Total Number of Accounts	993
AUM (Assets Under Management)	$ 829,630,377

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 A. Laclair

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sara Ashley Laclair's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL INSIGHT PARTNERS, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

CAPITAL INSIGHT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/26/2016

SIE

Date: 10/1/2018

Series 7

Date: 10/21/2015

Current Firm

CAPITAL INSIGHT PARTNERS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL INSIGHT PARTNERS, LLC

TRUST BUT VERIFY

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