Our Wealth Management Advisors
Sara Norell , CFP®
Vice President, Wealth Management & Financial Education
Sara is an assistant vice president of Operations and an advisor on NFP’s Minnesota Wealth Management team. As an advisor, Sara is actively involved and responsible for managing client relationships. She works with clients to develop a financial plan to help them meet their financial goals. Additionally, Sara manages all aspects of the Operations department within the Wealth Management division.
Sara started at NFP in 2017 and has been in the financial services industry since 2010. Prior to joining NFP, Sara held roles as an associate financial representative and associate wealth management advisor.
A graduate of the University of Wisconsin – La Crosse, Sara earned her bachelor’s degree in marketing with a communications emphasis. Sara is a CFP® professional. She also holds her Series 7 (General Securities Representative Exam), Series 66 (Uniform Combined State Law Exam), and Life, Accident and Health licenses.
Sara enjoys being outdoors, camping, and spending time with her family and friends.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures