Sara Allison Monahan Norell

Current Employers

Employment History

• 07/2012 → 12/2017
  Northwestern Mutual Investment Serivces, Llc
  Edina, MN
• 11/2011 → 12/2017
  Michael Erpelding
  Edina, MN
• 03/2013 → 12/2017
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 12/2017 → Present
  Kestra Investment Services, Llc
  Plymouth, MN
• 12/2017 → Present
  Kestra Advisory Services, Llc
  Plymouth, MN

Previous Registrations

• 2013-01-15 → 2017-12-08
  Northwestern Mutual Investment Services, Llc
  Golden Valley, MN

Other Businesses

Name: THE KNW GROUP POSITION: Senior Associate NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/11/2017 ADDRESS: 505 Hwy 169 N, Suite 1100, Plymouth MN 55441 DESCRIPTION: Wealth Management Name: NFP Investment Related: Yes Address: 505 Highway 169 North, Suite 1100 Plymouth MN 55441 Nature of Business: Registered Field Assistant Position, Title or Relationship: Client Manager/Advisor Start Date: 3/7/2019 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Client Manger Name: NFP Retirement Investment Related: Yes Address: 120 Vantis, Suite 400 Aliso Viejo CA 92656 Nature of Business: Registered Field Assistant Position, Title or Relationship: Advisor Start Date: 10/19/2020 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 11% - 20% (15 - 28 hours) Duties: Assist advisors, who are contracted with NFP Retirements, manage and service their clients and client accounts. Name: KESTRA ADVISORY SERVICE POSITION: Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 30 START DATE: 04/01/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: Financial Planning

Exams

• S66 Uniform Combined State Law Examination
  2013-01-14

Designations

Other Names

• Sara A Monahan
• Sara Allison Monahan
• Sara Allison Norell