Angela Wentz, financial advisor Sarasota FL

Angela Wentz

CRD Number: 6120456
Current Firm: Sage Wealth Consulting, LLC
Compensation Model: Fee Only
Angela Wentz (CRD# 6120456) is an Investment Advisor Representative working at Sage Wealth Consulting, LLC in Sarasota, FL and has over 5 years of experience in the finance industry. Angela Wentz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Sage Wealth Consulting, LLC Sarasota, FL Aug 2018 - Current 2
Fifth Third Securities Cincinnati, OH Apr 2017 - Apr 2018 1
Sequoia Financial Group Akron, OH Sep 2012 - Mar 2017 4
Valmark Securities, Inc/ Akron, OH Feb 2014 - Dec 2015 1
Hollins University Roanoke, VA Aug 2007 - May 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2015
Contact Info for Angela Wentz
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $156,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

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