Sage Financial Advice

Sage Financial Advice (CRD# 151942) is a financial advisory firm headquartered in , . They manage $16,100,000 in 66 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $243,939
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
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.

MI, WI

Financial Advisors at Sage Financial Advice
Showing 1 - 1 of 1 top financial advisors.
1
Brent J. Lekvin
CRD#: 736293
Houghton, MI
96
Wealthminder
score

Brent Lekvin (CRD# 736293) is an Investment Advisor Representative working at Sage Financial Advice in Houghton, MI and has over 27 years of experience in the finance industry.

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