Brent Lekvin (CRD# 736293) is an Investment Advisor Representative working at Sage Financial Advice in Houghton, MI and has over 34 years of experience in the finance industry.
CRD# 6905033
Lpl Financial LLC
CRD# 5242778
Edward Jones
CRD# 6757494
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sage Financial Advice | Houghton, MI | Oct 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1989 |
- MI
- WI
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts44ACCOUNTS
-
Average Account Value$886,364
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI, WI
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