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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-11 |
| OR | RA | APPROVED | 2017-12-04 |
Branch Locations
4710 Village Plaza Loop Ste 180, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Wealth Strategies, Llc | Eugene | OR | 07/2014 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 07/2014 | 12/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2017 | Present |
Sage Wealth Strategies, LLC. Investment Related. 4710 Village Plaza Loop, Ste 180, Eugene, OR 97401. Insurance. Founder/Owner. 07/2014. 160 hours per month. 160 hours per month during securities trading hours. Insurance Sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-24 |
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