Sarah Anthofer, AIF®
515-237-0182
Sarah is the day to day contact for questions and concerns with retirement plans. She works closely with plan sponsors and fiduciaries, guiding them with support for their retirement plan decisions. This includes annual plan reviews, plan design analysis, investment monitoring, plan fee benchmarking, plan provider analysis, and strategic employee education.
Background
Sarah has nearly 20 years of experience in retirement plan design, plan consulting, employee education and retirement plan fiduciary review meetings including investment, expense and general governance review.
Education
Sarah earned a Bachelor of Arts degree from Coe College in Cedar Rapids, IA, in 2000. She is an Investment Advisor Representative with Global Retirement Partners, and holds the FINRA Series 6 and 7 registrations held through LPL Financial. Her Series 66 is held with LPL Financial and Global Retirement Partners. Sarah is also Life and Health Licensed in Iowa, Nebraska, and South Dakota.
Sarah earned the AIF® designation in 2019. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba AssuredPartners Financial Advisors, an SEC registered investment advisor. AssuredPartners Financial Advisors and LPL Financial are separate non-affiliated entities.
GRP Advisor Alliance is an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.