Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.
Forbes Lists
About Sarah Carlson
The description above is provided by Sarah.
Sarah Carlson's Awards
2023
Forbes Best-In-State Women Advisors
2022
Forbes Best-In-State Wealth Advisors
2020
America's Top Women Advisors
2020
Top Wealth Advisor Moms
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
For a list of states in which I am/we are registered to do business, please visit FulcrumFinanicalGroup.com
*SHOOK Research considered women advisors with a child 21 or younger still living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Neither SHOOK nor Working Mother Media receives compensation from the advisors or their firms in exchange for placement on a ranking. Rankings are based on the opinions of SHOOK Research LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Past performance is not an indication of future results.
For a list of states in which I am/we are registered to do business, please visit FulcrumFinanicalGroup.com
*SHOOK Research considered women advisors with a child 21 or younger still living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Neither SHOOK nor Working Mother Media receives compensation from the advisors or their firms in exchange for placement on a ranking. Rankings are based on the opinions of SHOOK Research LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Past performance is not an indication of future results.