Sandra Ann Risgaard

Employer firm

Provise Management Group, LLC CRD 105375

$2.03B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 03/2019
  Schenck Investment Solutions Llc
  Appleton, WI
• 01/2019 → 01/2021
  Cliftonlarsonallen Wealth Advisors, Llc
  Tampa, FL
• 01/2021 → Present
  Provise Management Group, Llc
  Clearwater, FL

Previous Registrations

• 2019-03-07 → 2021-01-19
  Cliftonlarsonallen Wealth Advisors, Llc
  Minneapolis, MN
  Appleton, WI
  Appleton, WI
  Tampa, FL
  Minneapolis, MN
• 2015-06-26 → 2019-03-06
  Schenck Investment Solutions Llc
  Appleton, WI
• 2004-06-23 → 2009-12-21
  Baker Tilly Investment Advisors
  Madison, WI

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-02-25

Designations

• Certified Financial Planner

Other Names

• Sandy Wilson