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Sara Nicole Strohmaier

Plante Moran Financial Advisors

Chicago, IL

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Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-03-14
IL RA APPROVED 2017-07-07
  • MI RA
    APPROVED
    Since 2023-03-14
  • IL RA
    APPROVED
    Since 2017-07-07

Branch Locations

10 S Riverside Plaza 9Th Floor, Chicago, IL 60606 • 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
Hewins Financial Advisors, Llc Edina MN 06/2015 06/2017
Plante Moran Financial Advisors Chicago IL 06/2017 07/2019
Plante Moran Financial Advisors Chicago IL 07/2019 07/2025
Plante Moran Financial Advisors Chicago IL 07/2025 Present
Previous Registrations
  • 2015-09-01 → 2017-06-02
    Wipfli Financial Advisors, Llc
    Edina, MN
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-08
  • S65 Uniform Investment Adviser Law Examination
    2015-08-08
Designations

View on SEC IAPD

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