Sage Financial Advice

Sage Financial Advice (CRD# 151942) is a financial advisory firm headquartered in , . They manage $39,000,000 in 44 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.sagefinancialadvice.net
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $886,364
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, WI

Financial Advisors at Sage Financial Advice
Showing 1 - 1 of 1 top financial advisors.
1
Brent Lekvin, financial advisor Houghton MI
Brent J. Lekvin
CRD#: 736293
Houghton, MI

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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