Kristi
Wano
Sage Private Wealth Group, LLC
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About this Advisor
Kristi Wano is a financial advisor based in Villa Park, Illinois, working with Sage Private Wealth Group, LLC. Kristi has previously held positions at Bmo Harris Bank, Bmo Harris Financial Advisors, Inc, Calamos Financial Services LLC, Calamos Wealth Management LLC, and Sage Private Wealth Group, LLC. Kristi has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Kristi is part of Sage Private Wealth Group, LLC, which operates out of Villa Park, Illinois. The firm has 1 office and 13 employees. The firm manages assets totaling $364.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Sage Private Wealth Group, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sage Private Wealth Group, LLC Brokerage Details
$364,442,106
13
1,146
$318,012
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Kristi Wano Work History
Sage Private Wealth Group, LLC
Calamos Financial Services LLC
Calamos Wealth Management LLC
Bmo Harris Bank
Bmo Harris Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Kristi Wano 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 Sage Private Wealth Group, LLC
Colorado Springs, CO
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
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