Kraig
Bode

Sanctuary Advisors, LLC

CRD#4912909
Investment Advisor
in Springfield, MO

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About this Advisor

Kraig Bode is a financial advisor working out of Springfield, Missouri with a total of 2 years of relevant experience. Bode is currently employed by Sanctuary Advisors, LLC. During their career, the advisor has held roles at Sanctuary Wealth and Ameriprise Financial Services, Inc. Bode has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri and Texas. Sanctuary Advisors, LLC is a registered investment company headquartered in Indianapolis, IN. The firm has offices in 80 locations and a total of 510 financial advisors. It has $16 billion in assets under management between its 38,933 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 47 charitable organizations. Of its 38,933 accounts, 17% are associated with high-net-worth investors who have at least $1 million in assets. The firm offers a number of services, including 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. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Sanctuary Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

1650 A S. Enterprise
Springfield, MO 65804

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$16,220,200,000

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

510

MO Average: 46
Total Number of Accounts

38,933

MO Average: 1,775
Average Account Size

$416,618

MO 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

Kraig Bode Work History

Kraig has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Sanctuary Wealth

2005 - 2021 (16 years)

Ameriprise Financial Services, Inc

*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 Kraig Bode 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

Samuel Perry
Fort Worth, TX
William Degener
Indianapolis, IN
Aureliana Lopes Monteiro
Indianapolis, IN
Kenneth Hopkins
Short Hills, NJ
Spencer Carlson
Spring, TX
Susan Hoyt
Short Hills, NJ
James Rohmann
Short Hills, NJ
Ian Brockhouse
Plattsburgh, NY

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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