Sarah Nolte, Cfp®
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Sarah Nolte, Cfp® Email & Phone Number

CFP®•Financial Advisor at Savant Wealth Management
Location: Iowa City, Iowa, United States 9 work roles 1 school
1 work email found @savantwealth.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@savantwealth.com
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Current company
Savant Wealth Management
Role
CFP®•Financial Advisor
Location
Iowa City, Iowa, United States
Company size
160 employees

Who is Sarah Nolte, Cfp®? Overview

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Quick answer

Sarah Nolte, Cfp® is listed as CFP®•Financial Advisor at Savant Wealth Management, a company with 160 employees, based in Iowa City, Iowa, United States. AeroLeads shows a work email signal at savantwealth.com and a matched LinkedIn profile for Sarah Nolte, Cfp®.

Sarah Nolte, Cfp® previously worked as Financial Advisor at Savant Wealth Management and Investment Advisor Representative at World Trend Financial. Sarah Nolte, Cfp® holds Bachelor'S Degree, Finance from University Of Northern Iowa.

Company email context

Email format at Savant Wealth Management

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*@savantwealth.com
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AeroLeads found 1 current-domain work email signal for Sarah Nolte, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Sarah Nolte, Cfp®

I work with individuals and families to define a plan to meet their most pressing goals and prepare for their future. I specialize in financial planning and investment management. As a Certified Financial Planner™ professional, I review what people have in place and look for opportunities to maximize their wealth. Like the medical profession, you will find many specialists in the financial services industry. With our team approach, my role as an advisor is like that of a primary care provider, taking a holistic view of your situation and working with you to improve and maintain your overall financial health. If you have a specific need that requires a specialist, I am able to consult with our team of dedicated, in-house professionals. Our specialists can provide additional counsel on tax planning, estate planning and wealth transfer, and trust services.I enjoy helping clients understand their finances. I believe knowledge is powerful in feeling confident in your financial future.

Listed skills include Time Management, Leadership, Microsoft Office, Customer Service, and 7 others.

Current workplace

Sarah Nolte, Cfp®'s current company

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Savant Wealth Management
Savant Wealth Management
CFP®•Financial Advisor
rockford, illinois, united states
Website
savantwealth.com
Employees
160
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9 roles

Sarah Nolte, Cfp® work experience

A career timeline built from the work history available for this profile.

Investment Advisor Representative

World Trend Financial

Iowa City, Iowa Area

World Trend Financial is both an independent brokerage company and a registered investment advisory specializing in investment management and financial planning for individuals and businesses. We strive to maximize the wealth of our clients and help them achieve their financial goals. Our unique partnership with the accounting firm Terry Lockridge & Dunn.

Dec 2018 - Sep 2022

Director, Operations

Financial Concepts, Llc

Kalona, IA

Aug 2018 - Nov 2018

Associate Director, Operations

Financial Concepts, Llc

Kalona, IA

Apr 2016 - Aug 2018

Teller

County Bank

Sigourney, IA

May 2010 - Dec 2011
Team & coworkers

Colleagues at Savant Wealth Management

Other employees you can reach at savantwealth.com. View company contacts for 160 employees →

BW Bennett Wessley Bennett Wessley Colleague at Savant Wealth Management Madison, Wisconsin, United States, United States View → JV John Viola John Viola Colleague at Savant Wealth Management Franklin, Massachusetts, United States, United States View → MW Mary W. Mary W. Colleague at Savant Wealth Management Aurora, Illinois, United States, United States View → CS Chuck Steege, Cfp®, Cep, Cka® Chuck Steege, Cfp®, Cep, Cka® Colleague at Savant Wealth Management Doylestown, Pennsylvania, United States, United States View → AB Alicia Brooks Alicia Brooks Colleague at Savant Wealth Management Wentzville, Missouri, United States, United States View → ET Elizabeth Thompson Elizabeth Thompson Colleague at Savant Wealth Management Smyrna, Delaware, United States, United States View → DW David Ward, Cfp® David Ward, Cfp® Colleague at Savant Wealth Management Birmingham, Alabama, United States, United States View → JL Jeff Lewis, Cfp®, Chfc®, Crps® Jeff Lewis, Cfp®, Chfc®, Crps® Colleague at Savant Wealth Management Greater Rockford Area, United States View → KM Kimberly Mchugh, Ea Kimberly Mchugh, Ea Colleague at Savant Wealth Management Temple, Texas, United States, United States View → VD Veronica Do Rio Veronica Do Rio Colleague at Savant Wealth Management Reading, Pennsylvania, United States, United States View →
1 education record

Sarah Nolte, Cfp® education

FAQ

Frequently asked questions about Sarah Nolte, Cfp®

Quick answers generated from the profile data available on this page.

What company does Sarah Nolte, Cfp® work for?

Sarah Nolte, Cfp® works for Savant Wealth Management.

What is Sarah Nolte, Cfp®'s role at Savant Wealth Management?

Sarah Nolte, Cfp® is listed as CFP®•Financial Advisor at Savant Wealth Management.

What is Sarah Nolte, Cfp®'s email address?

AeroLeads has found 1 work email signal at @savantwealth.com for Sarah Nolte, Cfp® at Savant Wealth Management.

Where is Sarah Nolte, Cfp® based?

Sarah Nolte, Cfp® is based in Iowa City, Iowa, United States while working with Savant Wealth Management.

What companies has Sarah Nolte, Cfp® worked for?

Sarah Nolte, Cfp® has worked for Savant Wealth Management, World Trend Financial, Financial Concepts, Llc, Cambridge Investment Research, and University Of Northern Iowa.

Who are Sarah Nolte, Cfp®'s colleagues at Savant Wealth Management?

Sarah Nolte, Cfp®'s colleagues at Savant Wealth Management include Bennett Wessley, John Viola, Mary W., Chuck Steege, Cfp®, Cep, Cka®, and Alicia Brooks.

How can I contact Sarah Nolte, Cfp®?

You can use AeroLeads to view verified contact signals for Sarah Nolte, Cfp® at Savant Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Sarah Nolte, Cfp® attend?

Sarah Nolte, Cfp® holds Bachelor'S Degree, Finance from University Of Northern Iowa.

What skills is Sarah Nolte, Cfp® known for?

Sarah Nolte, Cfp® is listed with skills including Time Management, Leadership, Microsoft Office, Customer Service, Process Improvement, Access, Finance, and Excel.

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