Karina
Sales Linehan
Sagebroadview Wealth Management, LLC
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About this Advisor
Karina Sales Linehan is a financial advisor based in Morristown, New Jersey, working with Sagebroadview Wealth Management, LLC. Karina has previously held positions at Johnson And Johnson Corporate Internal Audit, Jeffrey Buffum, Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, and Sagebroadview Wealth Management, LLC. Karina has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Karina is part of Sagebroadview Wealth Management, LLC, which operates out of Morristown, New Jersey. The firm has 2 offices and 5 employees. The firm manages assets totaling $317.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Sagebroadview Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sagebroadview Wealth Management, LLC Brokerage Details
$317,621,091
5
586
$542,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Karina Sales Linehan Work History
Sagebroadview Wealth Management, LLC
Northwestern Mutual Wealth Management Company
Sagebroadview Wealth Management, LLC
Northwestern Mutual Life Insurance Company
Jeffrey Buffum
Northwestern Mutual Life Insurance Company
Johnson And Johnson Corporate Internal Audit
Disclosures
Please visit the SEC profile of Karina Sales Linehan 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 Sagebroadview Wealth Management, LLC
Farmington, CT
Farmington, CT
Morristown, NJ
Farmington, CT
Farmington, CT
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