Sarah Robak

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 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

• 07/2006 → 10/2020
  Td Ameritrade
  Omaha, NE
• 10/2020 → 05/2024
  Bridges Investment Management Inc.
  Omaha, NE
• 05/2024 → 10/2024
  Horsepower Today
  Omaha, NE
• 10/2024 → 05/2025
  Unemployed
  Omaha, NE
• 05/2025 → Present
  D.A. Davidson
  Omaha, NE

Previous Registrations

• 2021-03-02 → 2024-05-03
  Bridges Investment Management Inc
  Omaha, NE

Other Businesses

UNIVERSITY OF NEBRASKA AT OMAHA DEPARTMENT OF FINANCE, BANKING AND REAL ESTATE ADVISORY BOARD; NON-INVESTMENT RELATED; OMAHA, NE; PUBLIC UNIVERSITY; ADVISORY BOARD MEMBER; START 10/10/25; 3 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I PARTICIPATE IN PERIODIC BOARD MEETINGS AND ACTIVITIES.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-19
• S63 Uniform Securities Agent State Law Examination
  2011-12-22

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Sarah Marie Zeluf
• Sarah M Zeluf
• Sarah Marie Robak
• Sarah M Robak