Sage Hoovel Kendall
Investment adviser representative at Osaic Wealth, Inc.
26 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Sage Hoovel Kendall? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Osaic Wealth, Inc.Sep 2025 to now
- Blue Sage Acres RanchMay 2000 to now
- First Tech Credit UnionMay 2014 to Sep 2025
- Addison Avenue Investment ServicesJan 2012 to Sep 2025
- Raymond James Financial Services Advisors Inc.Jan 2012 to Sep 2025
- Raymond James Financial Services, Inc.Jan 2012 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (ID).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4974849
- Firm CRD
- 23131