Sage Wealth Advisory

Sage Wealth Advisory (CRD# 325286) is a financial advisory firm headquartered in , . They manage $47,651,767 in 78 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/in/jeffreycschultz
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $610,920
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

MN, TX

Financial Advisors at Sage Wealth Advisory
Showing 1 - 2 of 2 top financial advisors.
1
Joel Reimers, financial advisor Willmar MN
Joel W. Reimers
CRD#: 1629406
Willmar, MN

Joel Reimers (CRD# 1629406) is an Investment Advisor Representative working at Sage Wealth Advisory in Willmar, MN and has over 37 years of experience in the finance industry.

2
Jeffrey Schultz, financial advisor Willmar MN
Jeffrey C. Schultz
CRD#: 4738059
Willmar, MN

Jeffrey Schultz (CRD# 4738059) is an Investment Advisor Representative working at Sage Wealth Advisory in Willmar, MN and has over 19 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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