Sandra Ann Risgaard

CFP

Provise Management Group, LLC

18 Years of Experience

1 DisclosureMay Earn Commission

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management

Provise Management Group, LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

1,183 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$1.8B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$3,000

Location

611 Druid Rd E. Ste 105, Clearwater, FL, 33756

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History

Regulatory History (1)

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Regulatory

June 2021

Final

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Other Business Activities

Sandra is a finance committee member for St. Elizabeth Hospital, a non-profit organization, where she reviews investments, spending policy, grants, and financials. She spends minimal time on this activity and receives no compensation.

Employment History

Current Registrations

Provise Management Group, LLC

June 2021 - Present · 4 yrs 8 mos

Previous Registrations

Cliftonlarsonallen Wealth Advisors, LLC

March 2019 - January 2021 · 1 yr 10 mos

Cliftonlarsonallen Wealth Advisors, LLCBroker

February 2019 - January 2021 · 1 yr 11 mos

Schenck Investment Solutions LLC

June 2015 - March 2019 · 3 yrs 9 mos

Franklin/templeton Distributors, INC.Broker

February 2014 - June 2015 · 1 yr 4 mos

Baker Tilly Investment Advisors

June 2004 - December 2009 · 5 yrs 6 mos

Baker Tilly Capital, LLCBroker

April 2003 - December 2009 · 6 yrs 8 mos

Banc One Securities CorporationBroker

March 2000 - June 2000 · 3 mos

Nationwide Investment Services CorporationBroker

November 1998 - August 1999 · 9 mos

Fundselect Advisers, INC.Broker

November 1998 - November 1998 · 0 mos

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.