Skygate Financial Group, LLC

Skygate Financial Group, LLC (CRD# 159800) is a financial advisory firm headquartered in Ludlow, VT. They manage $40,004,821 in 134 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $298,543
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
  • Selection of other advisers (including private fund managers)
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.

CT, VT

Financial Advisors at Skygate Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kevin M. Theissen
CRD#: 3228847
211 Main Street, Ludlow, VT 05149
93
Wealthminder
score

Kevin Theissen (CRD# 3228847) is an Investment Advisor Representative working at Skygate Financial Group, LLC in Ludlow, VT and has over 7 years of experience in the finance industry.

2
Ronald J. Theissen
CRD#: 1155234
211 Main Street, Ludlow, VT 05149
90
Wealthminder
score

Ronald Theissen (CRD# 1155234) is an Investment Advisor Representative working at Skygate Financial Group, LLC in Ludlow, VT and has 1 year of experience in the finance industry. Ronald Theissen 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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