Sandra
Risgaard
Provise Management Group, LLC
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About this Advisor
Sandra Risgaard is a financial advisor based in Clearwater, Florida, working with Provise Management Group, LLC. Sandra has previously held positions at Franklin Templeton Portfolio Advisors Inc, Franklin/Templeton Distributors, Inc, Cliftonlarsonallen Wealth Advisors, LLC, Provise Management Group, LLC, and Schenck Investment Solutions LLC. Sandra has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Sandra is part of Provise Management Group, LLC, which operates out of Clearwater, Florida. The firm has 1 office and 21 employees. The firm manages assets totaling $1.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Provise Management Group, LLC includes asset-based, hourly, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Provise Management Group, LLC Brokerage Details
$1,877,344,141
21
3,871
$484,977
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
Sandra Risgaard Work History
Provise Management Group, LLC
Cliftonlarsonallen Wealth Advisors, LLC
Schenck Investment Solutions LLC
Franklin Templeton Portfolio Advisors Inc
Franklin/Templeton Distributors, Inc
Disclosures
Please visit the SEC profile of Sandra Risgaard 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 Provise Management Group, LLC
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
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