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Sandra Ann Risgaard

Provise Management Group, LLC

Clearwater, FL

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Current Employers
Provise Management Group, Llc

300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-16
FL RA APPROVED 2021-06-29
  • TX RA
    APPROVED_RES
    Since 2025-09-16
  • FL RA
    APPROVED
    Since 2021-06-29

Branch Locations

300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schenck Investment Solutions Llc Appleton WI 06/2015 03/2019
Cliftonlarsonallen Wealth Advisors, Llc Tampa FL 01/2019 01/2021
Provise Management Group, Llc Clearwater FL 01/2021 Present
Previous Registrations
  • 2019-03-07 → 2021-01-19
    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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-02-25
  • S63 Uniform Securities Agent State Law Examination
    2019-02-25
Designations
Other Names
  • Sandy Wilson

View on SEC IAPD

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