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RIA / WealthAdvisor25 years in industry

SARA LYN STRASSER

Advisor at WELLTH ADVISORY SERVICES, LLC

Marietta, GA | SHOREWOOD, IL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLTH ADVISORY SERVICES, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 4, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: May 4, 2001
First registration: Mar 14, 2005
Dual registered: no
Other names: SARA LYN YOUSTRA
IAPD individual key: 4377795

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLTH ADVISORY SERVICES, LLC	Institutional manager	Jun 28, 2024	n/a	yes	SHOREWOOD, IL\|Marietta, GA	Current employment
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Apr 1, 2019	Jul 9, 2024	no	Shorewood, IL\|SAN RAFAEL, CA	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 19, 2016	Apr 1, 2019	no	Shorewood, IL	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Sep 1, 2015	Sep 22, 2016	no	Shorewood, IL\|Shorewood, IL	Previous registration
WEALTHSPIRE RETIREMENT ADVISORY	Institutional manager	Aug 8, 2014	Oct 2, 2015	no	WHEATON, IL\|ALISO VIEJO, CA	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Jun 2, 2011	Aug 12, 2014	no	SAN RAFAEL, CA\|SHOREWOOD, IL\|Wheaton, IL	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Mar 14, 2005	Mar 29, 2011	no	LOMBARD, IL\|DES MOINES, IA\|LOMBARD, IL\|LOMBARD, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GLOBAL RETIREMENT PARTNERS LLC	WELLTH ADVISORY SERVICES, LLC	Jul 9, 2024	Jun 28, 2024	-11	Bulk transfer	Other
KESTRA ADVISORY SERVICES, LLC	GLOBAL RETIREMENT PARTNERS LLC	Apr 1, 2019	Apr 1, 2019	0	Bulk transfer	Other
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 19, 2016	-156	Bulk transfer	Other
WEALTHSPIRE RETIREMENT ADVISORY	NFP ADVISOR SERVICES, LLC	Oct 2, 2015	Sep 1, 2015	-31	Firm change after gap	Other
FINANCIAL TELESIS, INC.	WEALTHSPIRE RETIREMENT ADVISORY	Aug 12, 2014	Aug 8, 2014	-4	Firm change	Other
PRINCIPAL SECURITIES, INC.	FINANCIAL TELESIS, INC.	Mar 29, 2011	Jun 2, 2011	65	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
121254:42046:CA:2015-10-02	Oct 2, 2015	Sep 1, 2015	ALISO VIEJO, CA	Firm change after gap

Relationships

Registered with (7)

→ WELLTH ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jun 28, 2024 to presentfactForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Apr 1, 2019 to Jul 9, 2024factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 19, 2016 to Apr 1, 2019factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Sep 1, 2015 to Sep 22, 2016factForm ADV
→ WEALTHSPIRE RETIREMENT ADVISORYRegistered adviserregistration: previous registration
Aug 8, 2014 to Oct 2, 2015factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Jun 2, 2011 to Aug 12, 2014factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Mar 14, 2005 to Mar 29, 2011factForm ADV

Dated events

No dated event names this entity yet.