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Inactive

Paige Alysse Millikin

Sage Wealth Planning

Georgetown, TX

Canton, MI

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Current Employers
Sage Wealth Planning

116 W 8Th Street Unit 207, Georgetown, TX 78626 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-02-19
TX RA APPROVED 2023-02-19
  • MI RA
    APPROVED
    Since 2023-02-19
  • TX RA
    APPROVED
    Since 2023-02-19

Branch Locations

116 W 8Th Street Unit 207, Georgetown, TX 78626 • United States

Canton, MI • 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
OrganizationCityStateFromTo
Sage Wealth Planning, Llc Canton MI 09/2022 Present
Advanced Wealth Strategies Ann Arbor MI 05/2021 07/2022
Custom Accounting Saginaw MI 01/2021 05/2021
Central Michigan University Mount Pleasant MI 09/2018 05/2019
Central Michigan University Mount Pleasant MI 09/2018 05/2021
Central Michigan University Mount Pleasant MI 08/2017 08/2021
N/A Mount Pleasant MI 10/2014 05/2018
  • 09/2022 → Present
    Sage Wealth Planning, Llc
    Canton, MI
  • 05/2021 → 07/2022
    Advanced Wealth Strategies
    Ann Arbor, MI
  • 01/2021 → 05/2021
    Custom Accounting
    Saginaw, MI
  • 09/2018 → 05/2019
    Central Michigan University
    Mount Pleasant, MI
  • 09/2018 → 05/2021
    Central Michigan University
    Mount Pleasant, MI
  • 08/2017 → 08/2021
    Central Michigan University
    Mount Pleasant, MI
  • 10/2014 → 05/2018
    N/A
    Mount Pleasant, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-18
  • S65 Uniform Investment Adviser Law Examination
    2022-11-18
Designations
Other Names
  • Paige Millikin
  • Paige A Millkin
  • Paige A Millikin

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
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CETERA INVESTMENT ADVISERS LLC
MODERN FINANCIAL PLANNING
SAVVY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

TODD ALAN HARGROVE
William Spencer Hart
Ethan Christopher Kok
Zackary Boyd Smutzer
John Michael Boles
MICHAEL JAMES LOERCH
Alexander Gunn
CAROL ANN DAVIES

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Georgetown, TX
EDWARD JONES · GEORGETOWN, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Georgetown, TX
EDWARD JONES · GEORGETOWN, TX
REAP FINANCIAL GROUP, LLC · Georgetown, TX
CETERA INVESTMENT ADVISERS LLC · Georgetown, TX
MODERN FINANCIAL PLANNING · GEORGETOWN, TX
SAVVY · Georgetown, TX

More in Georgetown, TX

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