Advisor at Principal Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Dover, DE 19904
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Sandra Lawter Otoole is a CFP® with 26 years of industry experience, currently affiliated with Principal Financial Services in Dover, DE. She has been involved with Lawter Otoole Wealth Management LLC since 2012 and has held roles at Principal Securities Inc. and Principal Life Insurance Co. since 2011. Outside of financial advising, she serves as Vice President of BLOKAMP, LLC, a family-related business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.
Based on Principal Financial Services
$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)
1305 S Governors Ave
Dover, DE 19904
Delaware
Lawter Otoole Wealth Management Llc
2012 - Present (14 years)
Principal Securities Inc
2011 - Present (15 years)
Principal Life Insurance Co
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Dover, DE
Big Investment Services
Daniel Venable is a Series 65-licensed advisor with BIG Investment Services, bringing one year of industry experience. His prior roles include positions at Boothe Investment Group, Beracah Homes, and Enterprise Rent-A-Car. BIG Investment Services offers investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a tactical index investment approach that combines passive index funds with selected equities, guided by fundamental, technical, and cyclical analysis, and provides customized planning services including retirement, estate, tax, and business planning.
CFP®
Dover, DE
CSG Financial
Steve has always felt that his role as an advisor should exclusively be to serve those who have put their trust in him and to do it to the best of his abilities, by any means necessary. So, he decided to take a step that many advisors are increasingly considering: 1. Transitioning to a fee-only model. 2. Requiring that all clients are always served in a fiduciary capacity. 3. Taking ownership and control of his practice. He believes this approach realigns his incentives with his clients' best interests and empowers him to develop financial plans free from undue influence. In his free time, Steve also serves on the board of the Societa Da Vinci, a local non-profit focused on providing educational grants and supporting cultural events around Italian heritage. Steve is also an avid traveler and hiker. One of his life’s goals is to visit all 63 US national parks among various other outdoor adventures like shark diving.
Series 65
Dover, DE
Big Investment Services
Anna Hibbitt is a financial advisor at B.I.G. Investment Services with four years of industry experience. She holds a Series 65 designation and has worked at Boothe Investment Group, Inc. for multiple periods since 2016. Outside of her advisory role, she is a partner at Excel Bookkeeping, LLC, a nonprofit organization where she provides consulting, training, bookkeeping, and grant writing services. B.I.G. Investment Services offers investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a tactical index investment approach combining passive index funds with selected equities, guided by fundamental, technical, and cyclical analysis, and provides tailored planning services including retirement, estate, tax, and business planning.
Series 63, Series 65
Dover, DE
CSG Financial
Zachary Stone is a financial advisor at CSG Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Diamond State Financial Group, Securian Financial Services, and Cetera Advisor Networks. CSG Financial is a fee-only registered investment adviser serving individual clients, including high-net-worth individuals, and employer plan sponsors. The firm provides discretionary investment management and financial planning, using a combination of passive and active strategies tailored to client needs.
CFP®, Series 66
Dover, DE
CSG Financial
Shane Galante is a CFP® and Series 66-registered financial advisor with CSG Financial, bringing four years of industry experience. He previously worked at Diamond State Financial Group and Cetera Advisor Networks, and he currently serves as a registered nurse at the Horsham Clinic, a mental health facility. CSG Financial is a fee-only registered investment adviser serving individual clients, including high-net-worth individuals, and employer plan sponsors. The firm offers discretionary investment management and financial planning, utilizing a mix of passive and active strategies tailored to client-specific investment policies.
Series 63, Series 65
Dover, DE
Big Investment Services
David Boothe is a financial advisor with BIG Investment Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include nearly a decade at Wells Fargo Advisors Financial Network LLC and several years at Boothe Investment Group Inc. He is also a partner in DL FIVE LLC, which holds property used by his firm. BIG Investment Services provides investment management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm employs a tactical index investment approach that combines passive index funds with selected individual equities, guided by fundamental, technical, and cyclical analysis within a client-specific asset allocation framework.
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