Sarah Lynn Bourdon

Current Employers

Employment History

• 09/2018 → Present
  The Next Level Planning Group
  Chicago, IL
• 06/2018 → Present
  Oakcrest Capital, Llc
  Chicago, IL
• 01/2018 → 04/2018
  Summit Financial
  Columbus, OH
• 02/2015 → 12/2017
  Phia Concept Salons
  Columbus, OH
• 08/2018 → Present
  Moe's Cantina
  Chicago, IL
• 07/2019 → 01/2025
  Lincoln Financial Advisors
  Chicago, IL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Chicago, IL

Previous Registrations

• 2019-10-08 → 2025-01-24
  Osaic Fa, Inc.
  Chicago, IL

Other Businesses

1)BARTENDING 155 W. KINZOE CHICAGO, IL 60654 CATEGORY: RETAIL, SERVICE INDUSTRY OR SALARIED EMPLOYEE INVESTMENT RELATED: NO TITLE: BARTENDER DUTIES: BARTENDING START DATE: 8/01/18 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 0 WEBSITE ADDRESS: HTTPS://MOESCANTINA.COM/ 2) THE NEXT LEVEL PLANNING GROUP 8755 W HIGGINS RD. SUITE 200, CHICAGO, IL 60631 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: EMPLOYEE/AGENT DUTIES: SALE AND SERVICE OF FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE START DATE: 1/1/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3)THE NEXT LEVEL PLANNING GROUP POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/04/2018 ADDRESS: 8755 W Higgins, Suite 200, Chicago IL 60631, United States DESCRIPTION: Registered Rep Provide financial advise and guidance

Exams

• S66 Uniform Combined State Law Examination
  2019-10-04