Sara Lyn Strasser

Current Employers

Employment History

• 01/2016 → Present
  Strategic Retirement Partners
  Shorewood, IL
• 04/2016 → 03/2019
  Kestra Financial Services, Inc.
  Austin, TX
• 04/2019 → Present
  Lpl Financial, Llc
  Summerfield, NC
• 04/2019 → 06/2024
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2019-04-01 → 2024-07-09
  Global Retirement Partners Llc
  Shorewood, IL
  San Rafael, CA
• 2016-04-19 → 2019-04-01
  Kestra Advisory Services, Llc
  Shorewood, IL
• 2015-09-01 → 2016-09-22
  Kestra Investment Services, Llc
  Shorewood, IL
  Shorewood, IL
• 2014-08-08 → 2015-10-02
  Wealthspire Retirement Advisory
  Wheaton, IL
  Aliso Viejo, CA
• 2011-06-02 → 2014-08-12
  Financial Telesis Inc
  San Rafael, CA
  Shorewood, IL
  Wheaton, IL
• 2005-03-14 → 2011-03-29
  Principal Securities, Inc.
  Lombard, IL
  Des Moines, IA
  Lombard, IL
  Lombard, IL

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2005-03-11
• S63 Uniform Securities Agent State Law Examination
  2001-05-04

Other Names

• Sara Lyn Youstra