Joey
Sager
Venturi Private Wealth
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About this Advisor
Joey Sager is a financial advisor based in Oklahoma City, Oklahoma, working with Venturi Private Wealth. Joey has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Venturi Wealth Management, LLC. Joey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Joey is part of Venturi Private Wealth, which operates out of Oklahoma City, Oklahoma. The firm has 1 office and 33 employees. The firm manages assets totaling $2.3 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 pooled investment vehicles, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Venturi Private Wealth includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Venturi Private Wealth Brokerage Details
$2,308,952,097
33
3,429
$673,360
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joey Sager Work History
Venturi Wealth Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Joey Sager 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 Venturi Private Wealth
Austin, TX
Austin, TX
Oklahoma City, OK
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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