DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Sara Lyn Strasser
Feed of 09/15/2026
Also filed as Sara Lyn Youstra
At current firm
2 y
since Jun 28, 2024
In the industry
25 y
since May 4, 2001 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wellth Advisory Services, LLC institutional currentsince Jun 28, 2024 · Shorewood, Il
- Global Retirement Partners LLC institutionalApr 1, 2019 to Jul 9, 2024 · Shorewood, Il
- Kestra Advisory Services, LLC BD affiliatedApr 19, 2016 to Apr 1, 2019 · Shorewood, Il
- Nfp Advisor Services, LLC formerSep 1, 2015 to Sep 22, 2016 · Shorewood, Il
- Wealthspire Retirement Advisory institutionalAug 8, 2014 to Oct 2, 2015 · Wheaton, Il
- Financial Telesis, Inc. formerJun 2, 2011 to Aug 12, 2014 · San Rafael, Ca
- Principal Securities, Inc. BD affiliatedMar 14, 2005 to Mar 29, 2011 · Lombard, Il
Moves
a registration end followed by a registration begin elsewhere
- Global Retirement Partners LLC to Wellth Advisory Services, LLCleft Jul 9, 2024, registered Jun 28, 2024 (-11 days) · corporate re-registration, not a move
- Kestra Advisory Services, LLC to Global Retirement Partners LLCleft Apr 1, 2019, registered Apr 1, 2019 (0 days) · corporate re-registration, not a move
- Nfp Advisor Services, LLC to Kestra Advisory Services, LLCleft Sep 22, 2016, registered Apr 19, 2016 (-156 days) · corporate re-registration, not a move
- Wealthspire Retirement Advisory to Nfp Advisor Services, LLCleft Oct 2, 2015, registered Sep 1, 2015 (-31 days) · Other · moved with a team
- Financial Telesis, Inc. to Wealthspire Retirement Advisoryleft Aug 12, 2014, registered Aug 8, 2014 (-4 days) · Other
- Principal Securities, Inc. to Financial Telesis, Inc.left Mar 29, 2011, registered Jun 2, 2011 (65 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address