Financial ADVSR advisor directory · SEC adviser records
Sage Wealth Planning financial advisors in Texas
Every SEC-registered investment adviser representative at a Sage Wealth Planning office in Texas, by city and A to Z.
3 registered advisors work at Sage Wealth Planning in Texas, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Georgetown (3). 3 list the CFP designation and 0 are also registered broker representatives.
Sage Wealth Planning advisors by city in Texas
Every firm in Texas →Sage Wealth Planning advisors in Texas, A to Z
Search by name →- Ethan C. KokGeorgetown · Certified Financial Planner
- Paige A. MillikinGeorgetown · Certified Financial Planner
- Zackary B. SmutzerGeorgetown · Certified Financial Planner
Sage Wealth Planning advisors in every state →Sage Wealth Planning: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Sage Wealth Planning financial advisors are in Texas?
3 investment adviser representatives are registered at Sage Wealth Planning offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Sage Wealth Planning have the most advisors?
Georgetown, with 3. Sage Wealth Planning has advisors in 1 city in Texas.
How do I check a Sage Wealth Planning advisor in Texas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sage Wealth Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.