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James Kurtis Sager

Wealth Enhancement Advisory Services, LLC

Portland, OR

Plymouth, MN

Bend, OR

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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-03-02
  • OR RA
    APPROVED
    Since 2026-03-02

Branch Locations

3395 Sw Garden View Ave, Portland, OR 97225 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

444 Ne Norton Ave Suite 101, Bend, OR 97701 • 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
The H Group, Inc. Portland OR 07/2018 02/2026
Focuspoint Solutions, Inc. Portland OR 09/2005 07/2018
Wealth Enhancement Group Portland OR 03/2026 Present
Wealth Enhancement Advisory Services Portland OR 03/2026 Present
  • 07/2018 → 02/2026
    The H Group, Inc.
    Portland, OR
  • 09/2005 → 07/2018
    Focuspoint Solutions, Inc.
    Portland, OR
  • 03/2026 → Present
    Wealth Enhancement Group
    Portland, OR
  • 03/2026 → Present
    Wealth Enhancement Advisory Services
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-04
  • S65 Uniform Investment Adviser Law Examination
    2018-09-04
Designations
Other Names
  • James Kurtis Sager
  • James Kurtis Sager

View on SEC IAPD

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MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

More in Portland, OR

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