Sara Smith - Wealth Advisor

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Sara Smith

Wealth Advisor
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My Info

Address

My Locations

Phone

(320) 629-2561

Email

Email Sara

My Hours

Day of the WeekHours
thu9:00 AM - 4:00 PM
fri9:00 AM - 4:00 PM
satClosed
sunClosed
mon9:00 AM - 4:00 PM
tue9:00 AM - 4:00 PM
wed9:00 AM - 4:00 PM

Personal Products and Services

  • Financial Planning

About Sara Smith

Sara is a senior wealth advisor who has been with Frandsen Investment Services since 2008. She previously worked at Frandsen Bank & Trust and has been in the financial industry since 1994. Sara graduated with a Business Administration degree from Metropolitan State University as well as an associate's degree in Accounting from Minneapolis Business College. During her 25 years in the financial industry she has worked in areas of customer service, bookkeeping, accounting, lending, and management roles. She found her calling in being a financial advisor - through this role, she can leverage her expertise and compassion to help her clients work toward fulfilling their financial milestones.

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Frequently Asked Questions

My Locations

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Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value

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