Sarah Kang

UAK DIVERSIFIED WEALTH ADVISORS

Minnetonka, MN 55305

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CRD#: 7249599

Professional summary

Sarah Kang, CFP®, who also goes by Sarah A Pearson, is a registered financial advisor currently at UAK DIVERSIFIED WEALTH ADVISORS located in Minnetonka, Minnesota.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Sarah has worked at 1 firm .

Question & Answer

What are your service offerings?

Elder Care

Business Succession Planning

Retirement Planning

Comprehensive Financial Planni...

Estate Planning

Do you have an area of expertise or specialization?

Estate & Generational Planning...

High Net Worth Client Needs

Investment Advice with Ongoing...

Professional Athletes or Enter...

Retirement Plan Investment Adv...

Special Needs Planning

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Sarah A Pearson

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.

Sarah Kang; Sole-Proprietor Personal Trustee; Investment-Related; St. Paul, MN; Trustee Services; 07/2020; 2hrs per month; writing checks to third parties, keeping receipts, and filing tax returns. I maintain a small piano studio in my home - mainly to my friends - for a total of three students. I also teach piano at MacPhail Center for Music - 4 hours a week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Kang's 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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

April 18, 2020 - Present

UAK DIVERSIFIED WEALTH ADVISORS

Office #1: 601 Carlson Parkway Carlson Center- Suite 1050, Minnetonka, MN 55305

RIA

CRD#: 300506

Minnetonka, MN

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

Minnesota
(4/18/2020)

IAR

Wisconsin
(2/23/2023)

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

Current Firm

UAK DIVERSIFIED WEALTH ADVISORS

UAK DIVERSIFIED & RUNESTONE WEALTH ADVISORS | UAK DIVERSIFIED WEALTH MANAGEMENT | UAK DIVERSIFIED WEALTH ADVISORS | UAK DIVERSIFIED LLC

CRD#: 300506 / SEC#:

Minnesota

Registered Investment Advisory firm - (4/24/2019 Approved)

Wisconsin

Registered Investment Advisory firm - (2/23/2023 Approved)

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Contact information

Main Address

601 Carlson Parkway Carlson Center- Suite 1050, Minnetonka, MN 55305

Mailing Address

Phone number

(651) 757-5534

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	537
AUM (Assets Under Management)	$ 91,500,000

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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Sarah Kang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Kang's CRS (Customer Relationship Summary).

Certified licenses

Experience

UAK DIVERSIFIED WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

UAK DIVERSIFIED WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

UAK DIVERSIFIED WEALTH ADVISORS

TRUST BUT VERIFY

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