Sarah Knudson, CFP®, MBA

VP - Assistant Branch Manager

+1 262-207-2677

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2023-present
  • Vice President - Financial Consultant, Charles Schwab, 2019-2023
  • Financial Consultant Partner, Charles Schwab, 2016-2019
  • Associate Regional Director, Wells Fargo Asset Management, 2015-2016
  • Client Service Consultant, Wells Fargo Asset Management, 2014-2015

Education

  • MBA, University of Wisconsin-Whitewater
  • BBA, Finance, University of Wisconsin-Whitewater

Personal interests and affiliations

  • Financial Planning Association Pro Bono Co-Director
  • Greater Milwaukee Foundation Community Adviser and Ambassador Network member
  • TEMPO Milwaukee Emerging Women Leaders member

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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