Randall Craig Sauer

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Pittsburg, KS
• 11/2016 → 01/2021
  Wells Fargo Clearing Services, Llc
  Pittsburg, KS
• 01/2021 → 05/2023
  Raymond James Financial Services Advisors, Inc.
  Pittsburg, KS
• 01/2021 → 05/2023
  Raymond James Financial Services, Inc.
  Pittsburg, KS
• 01/1988 → 01/2021
  Wells Fargo Advisors
  Pittsburg, KS
• 01/2021 → Present
  Concurrent Investment Advisors Llc Dba Sauer Wealth Management
  Pittsburg, KS
• 05/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2021-01-15 → 2023-05-23
  Raymond James Financial Services Advisors, Inc
  Pittsburg, KS
• 2002-07-02 → 2021-01-19
  Wells Fargo Clearing Services, Llc
  Pittsburg, KS
  Pittsburg, KS

Other Businesses

1) Concurrent Investment Advisors dba Sauer Wealth Management. Investment-related. At registered location. RIA. Financial Advisor. Start date: 01/2021. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 01/2021. 4hrs/month; all during trading hours. Sales of fixed / traditional insurance products. 3) Pam Sauer Ministries. Not investment-related. Located at 116 N Windwood Dr, Carl Junction, MO 64834. Charitable Organization. VP / Treasurer. Start: 01/2000. 1 hr/month; none during trading hours. Only prepare tax forms and provide donor receipts. No Check Writing or Withdrawal of funds. 4) Sauer Wealth Mgmt LLC Investment related Located at 902 S Broadway Pittsburg KS 66762 Holding Company Owner Start 11/2023 1 hr/month all during trading hours Holding Company

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-12
• S63 Uniform Securities Agent State Law Examination
  1988-04-08

Other Names

• Randy Sauer