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Sara Lynn Klaessy

1834 Investment Advisors Co.

Des Moines, IA

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Current Employers
1834 Investment Advisors Co.

511 N Broadway Suite 801, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-04-18
  • IA RA
    APPROVED
    Since 2025-04-18

Branch Locations

909 Locust Street, Des Moines, IA 50309 • 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
Principal Mutual Life Insurance Des Moines IA 05/1994 11/2024
Princor Financial Services Corporaton Des Moines IA 07/2011 11/2024
1834 Investment Advisors Co. Des Moines IA 01/2025 Present
  • 05/1994 → 11/2024
    Principal Mutual Life Insurance
    Des Moines, IA
  • 07/2011 → 11/2024
    Princor Financial Services Corporaton
    Des Moines, IA
  • 01/2025 → Present
    1834 Investment Advisors Co.
    Des Moines, IA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-14
S66 Uniform Combined State Law Examination 2005-03-01
  • S65 Uniform Investment Adviser Law Examination
    2025-03-14
  • S66 Uniform Combined State Law Examination
    2005-03-01
Other Names
  • Sara Paulson
  • Sara Lynn Paulson

View on SEC IAPD

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