Inactive

Kristi K Wano

Sage Private Wealth Group, LLC

Oakbrook Terrace, IL

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Current Employers

Sage Private Wealth Group, Llc

18W140 Butterfield Road, Suite 1160, Oakbrook Terrace, IL 60181 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2023-11-30

IL RA
APPROVED

Since 2023-11-30

Branch Locations

18W140 Butterfield Road Suite 1160, Oakbrook Terrace, IL 60181 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bmo Harris Bank	St. Charles	IL	02/2014	05/2018
Bmo Harris Financial Advisors, Inc	St Charles	IL	04/2014	05/2018
Calamos Financial Services Llc	Naperville	IL	11/2018	11/2023
Unemployed	South Elgin	IL	05/2018	11/2018
Calamos Wealth Management Llc	Naperville	IL	11/2018	11/2023
Sage Private Wealth Group, Llc	Oakbrook Terrace	IL	11/2023	Present

02/2014 → 05/2018

Bmo Harris Bank

St. Charles, IL
04/2014 → 05/2018

Bmo Harris Financial Advisors, Inc

St Charles, IL
11/2018 → 11/2023

Calamos Financial Services Llc

Naperville, IL
05/2018 → 11/2018

Unemployed

South Elgin, IL
11/2018 → 11/2023

Calamos Wealth Management Llc

Naperville, IL
11/2023 → Present

Sage Private Wealth Group, Llc

Oakbrook Terrace, IL

Previous Registrations

2018-12-18 → 2023-12-04

Calamos Wealth Management Llc

Naperville, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-12-18
S63	Uniform Securities Agent State Law Examination	2012-02-02

S65 Uniform Investment Adviser Law Examination

2018-12-18
S63 Uniform Securities Agent State Law Examination

2012-02-02

Other Names

Kristi Lawrence
Kristi Beebee
Kristi Wano
Kristi Kaye Wano

View on SEC IAPD

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