Unclaimed Profile

Sarah Elizabeth Damsgaard

THE INVICTUS COLLECTIVE, LLC·PARK RIDGE, Illinois

SIE, Series 6, Series 6TO, Series 7, Series 63, Series 65Clean record15 years registeredTHE INVICTUS COLLECTIVE, LLC

3 SOUTH PROSPECT AVENUE, PARK RIDGE, IL 60068CRD# 4881329Firm CRD# 310744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sarah Elizabeth Damsgaard · PARK RIDGE, IL

Registration

CRD #4881329 · THE INVICTUS COLLECTIVE, LLC · 15 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Jul 2023 – present

THE INVICTUS COLLECTIVE, LLC

May 2021 – Jul 2023

Mequon, WI

J.P. MORGAN SECURITIES LLC

Nov 2015 – May 2021

CHICAGO, IL

CREDIT SUISSE SECURITIES (USA) LLC

Aug 2014 – Dec 2015

CHICAGO, IL

REINHART PARTNERS, INC.

Dec 2010 – Jul 2014

MEQUON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 63

Series 65

Registration record

First registered · December 20, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE INVICTUS COLLECTIVE, LLC

CRD 310744 · SEC 801-121217

AUM

$308M

Regulatory assets under management

Employees

87 client accounts

Services offered by THE INVICTUS COLLECTIVE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at THE INVICTUS COLLECTIVE, LLC →

Introduction

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Frequently Asked Questions

What services does Sarah Elizabeth Damsgaard offer?

Sarah Elizabeth Damsgaard specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PARK RIDGE, Illinois for a consultation.

What are Sarah Elizabeth Damsgaard's credentials?

Sarah Elizabeth Damsgaard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah Elizabeth Damsgaard located?

Sarah Elizabeth Damsgaard is based in PARK RIDGE, Illinois, working with THE INVICTUS COLLECTIVE, LLC. Their office serves clients in the PARK RIDGE metropolitan area and surrounding communities.

How does Sarah Elizabeth Damsgaard charge for services?

Sarah Elizabeth Damsgaard's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE INVICTUS COLLECTIVE, LLC?

THE INVICTUS COLLECTIVE, LLC has approximately 4 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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