Sarah Kathleen Wiersma

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2009 → 05/2018
  Lpl Financial, Llc
  Columbus, WI
• 12/2009 → 05/2018
  Farmers & Merchants Union
  Columbus, WI
• 05/2018 → 03/2020
  Ameriprise Financial Services Inc
  Madison, WI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Columbus, WI

Previous Registrations

• 2010-02-17 → 2018-05-17
  Lpl Financial Llc
  Columbus, WI
  Rio, WI
  Friesland, WI
  Juneau, WI

Other Businesses

Business Ownership; Wiersma Partners LLC; Real estate holding; Real estate holding; 105 Highland Court, , Columbus, WI, 53925; Investment-Related; 08/01/2022; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Columbus Preschool; Member; 213 Farnham Street, , Columbus, WI, 53925; Not Investment-Related; 07/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / St. Jerome Endowment Fund; Member; 1550 Farnham Street, , Columbus, WI, 53925; Not Investment-Related; 07/24/2025; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-02-16

Designations

• Certified Financial Planner

Other Names

• Sarah Kathleen Lambert