Samuel
Wigand

Sanctuary Advisors, LLC

CRD#7047644
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Samuel Wigand is a financial advisor based out of Colorado Springs, Colorado with 3 years of industry experience. Wigand currently works for Sanctuary Advisors, LLC. Over the course of their career, Wigand has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Pwc, Pack Country Outfitters and Colorado State University. Wigand holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado and Texas. Sanctuary Advisors, LLC is an advisory business that has its headquarters in Indianapolis, IN. It has offices in 80 locations and a total of 510 employees. It controls $16 billion in total assets between its 38,933 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 47 charities and foundations. Of its 38,933 customer accounts, 17% are held by high-net-worth individuals who have greater than $1 million in assets. Sanctuary Advisors, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees usually depend on which service is provided. Fees charged by Sanctuary Advisors, LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2 N. Cascade Avenue, Ste. 1490
Colorado Springs, CO 80903

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$16,220,200,000

CO Average: $1,347,246,178
Total Number of Employees

510

CO Average: 46
Total Number of Accounts

38,933

CO Average: 1,775
Average Account Size

$416,618

CO Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Samuel Wigand Work History

Samuel has been registered as a financial advisor for 3 years.*

2012 - Present (12 years)

Pack Country Outfitters

2018 - 2020 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2018 (2 years)

Pwc

2015 - 2015 (< 1 year)

Colorado State University

2011 - 2015 (4 years)

Colorado State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Samuel Wigand to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sanctuary Advisors, LLC

Lisa Bush
Marion, OH
Samuel Perry
Fort Worth, TX
Thomas M Stadum
Indianapolis, IN
Aureliana Lopes Monteiro
Indianapolis, IN
Ian Brockhouse
Plattsburgh, NY
William Degener
Indianapolis, IN
Spencer Carlson
Spring, TX
Jaymie Wendt
Spring, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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