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).
Total Assets Under Management40MILLION
Total Number of Accounts134ACCOUNTS
Average Account Value$298,543
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.
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.