Sarah Flanders Soria

Current Employers

Employment History

• 10/2015 → 06/2023
  Horace Mann Companies
  Springfield, IL
• 10/2015 → 06/2023
  Horace Mann Investors, Inc.
  Springfield, IL
• 06/2023 → Present
  C2P Capital Advisory Group D.b.a. Prosperity Capital Advisors
  Westlake, OH
• 06/2023 → Present
  Encompass Financial Planning (D.b.a. For Advisory Business)
  Grass Valley, CA

Previous Registrations

• 2021-02-17 → 2023-07-05
  Horace Mann Investors, Inc.
  Auburn, CA
  Springfield, IL
  Grass Valley, CA

Other Businesses

(1) Sarah Soria is the Co-Owner of Encompass Financial Planning which is the operating entity for Mrs. Soria's advisory and insurance business and the dba she uses to promote her advisory activities. Mrs. Soria spends approximately forty hours per week during trading hours working under this entity. (2) Fixed Insurance: Sarah Soria is a licensed insurance agent conducting business from her registered location. In this capacity, she may offer fixed insurance products including but not limited to life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, she may receive other compensation such as fixed life trails. Sarah Soria spends approx. 10 hrs/week during trading hours on this activity. (3) Sarah Soria is the creator of Women's Wealth Collective. Mrs. Soria uses Women's Wealth Collective as a marketing name (d.b.a.) when conducting seminars geared toward women investors. Mrs. Soria conducts several seminars per month under Women's Wealth Collective as part of her advisory marketing efforts. (4) Sarah Soria works with the local chapter of the American Financial Education Alliance (AFEA). Mrs. Soria conducts seminars to help eliminate financial illiteracy as part of her marketing efforts. Mrs. Soria spends approximately 5 hours per month on this activity during non-trading hours. There are no product sales or company names mentioned at these seminars. (5) Mrs. Soria is a board member for the Gold Country Stampede La Crosse Club. Mrs. Soria helps with registrations and marketing. She spends approximately five to ten hours per month on this activity during non-securities hours and approximately one hour per month during securities trading hours. This is a non-investment related activity.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-01-28

Designations

Other Names

• Sarah Nicole Flanders