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Sara A Blanchard

LPl Financial LLC

Portland, OR

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-06-20
  • OR RA
    APPROVED
    Since 2025-06-20

Branch Locations

700 Ne Multnomah St Ste 820, Portland, OR 97232 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed Lake Oswego OR 09/2011 03/2017
Susan Yesilada Lake Oswego OR 03/2017 05/2018
Kristopher Sleeman Lake Oswego OR 03/2017 05/2018
Waddell & Reed, Inc. Lake Oswego OR 03/2017 05/2018
Unemployed Beaverton OR 05/2018 07/2018
Waddell & Reed, Inc. Tigard OR 07/2018 07/2021
James Strauch Lake Oswego OR 07/2018 07/2021
Christine Over Lake Oswego OR 07/2018 01/2019
Various Insurance Carriers For W & R Insurance Agencies Portland OR 07/2017 07/2021
Over & Strauch 5335 Meadows Road, Suite OR 06/2018 07/2021
Sara Rhodes Lake Oswego OR 12/2018 12/2020
Sara Blanchard Tigard OR 12/2020 12/2022
Lpl Financial, Llc Tigard OR 07/2021 04/2022
Jurgens Park Senior Living Tualatin OR 10/2024 12/2024
Lpl Financial Portland OR 01/2025 Present
Sara Blanchard Family Tigard OR 04/2022 10/2024
  • 09/2011 → 03/2017
    Waddell & Reed
    Lake Oswego, OR
  • 03/2017 → 05/2018
    Susan Yesilada
    Lake Oswego, OR
  • 03/2017 → 05/2018
    Kristopher Sleeman
    Lake Oswego, OR
  • 03/2017 → 05/2018
    Waddell & Reed, Inc.
    Lake Oswego, OR
  • 05/2018 → 07/2018
    Unemployed
    Beaverton, OR
  • 07/2018 → 07/2021
    Waddell & Reed, Inc.
    Tigard, OR
  • 07/2018 → 07/2021
    James Strauch
    Lake Oswego, OR
  • 07/2018 → 01/2019
    Christine Over
    Lake Oswego, OR
  • 07/2017 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Portland, OR
  • 06/2018 → 07/2021
    Over & Strauch
    5335 Meadows Road, Suite, OR
  • 12/2018 → 12/2020
    Sara Rhodes
    Lake Oswego, OR
  • 12/2020 → 12/2022
    Sara Blanchard
    Tigard, OR
  • 07/2021 → 04/2022
    Tigard, OR
  • 10/2024 → 12/2024
    Jurgens Park Senior Living
    Tualatin, OR
  • 01/2025 → Present
    Lpl Financial
    Portland, OR
  • 04/2022 → 10/2024
    Sara Blanchard Family
    Tigard, OR
Previous Registrations
  • 2021-07-21 → 2022-05-19
    Seattle, WA
    Tigard, OR
  • 2018-07-12 → 2021-07-21
    Waddell & Reed
    Seattle, WA
    Lake Oswego, OR
    Tigard, OR
  • 2017-07-20 → 2018-05-08
    Waddell & Reed
    Lake Oswego, OR
    Seattle, WA
Other Businesses

1) 01/2025 - Bridgetown Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (700 NE Multnomah St. Suite 820, Portland, OR 97232) 160 Hrs per month - 100% Time Spent, Position: Administrative Associate, Duties: front desk management, scheduling appointments, appointment reminders, office upkeep.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-16
  • S66 Uniform Combined State Law Examination
    2025-06-16
Other Names
  • Sara Ann Rhodes
  • Sara Ann Blanchard

View on SEC IAPD

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