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 Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@savantwealth.com
LinkedIn Profile matched
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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 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 provides our clients with a one-stop shop for their financial, operational, and management needs. Our services include: Investment Management Individual Retirement Planning Business Services Estate Planning Insurance Analysis Education Planning TIAA-CREF Analysis Portfolio Analysis

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 →

JJ John John D. Schissel John John D. Schissel Colleague at Savant Wealth ManagementRockford, Illinois, United States View → BG Brad Goodman Brad Goodman Colleague at Savant Wealth ManagementDenver Metropolitan Area, United States View → AJ Amy Jemison Amy Jemison Colleague at Savant Wealth ManagementBirmingham, Alabama, United States View → MK Marly K. Green, Cfp® Marly K. Green, Cfp® Colleague at Savant Wealth ManagementGreater Birmingham, Alabama Area, United States View → BK Brian Knabe,Cfp(R) Brian Knabe,Cfp(R) Colleague at Savant Wealth ManagementRockford, Illinois, United States View → JP Jennifer Parrish Jennifer Parrish Colleague at Savant Wealth ManagementGreater Madison Area, United States View → JD Jacob Davenport Jacob Davenport Colleague at Savant Wealth ManagementGenoa, Illinois, United States View → SR Scott R. Brown, Cpa/Pfs Scott R. Brown, Cpa/Pfs Colleague at Savant Wealth ManagementDover, Delaware, United States View → PR Paula Rogers, Cpa Paula Rogers, Cpa Colleague at Savant Wealth ManagementCedar Rapids, Iowa, United States View → SB Stephanie Baxter Stephanie Baxter Colleague at Savant Wealth ManagementArlington Heights, Illinois, 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 John John D. Schissel, Brad Goodman, Amy Jemison, Marly K. Green, Cfp®, and Brian Knabe,Cfp(R).

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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