Kristi K Wano
Investment adviser representative at Sage Private Wealth Group, LLC
12 yearsExperience
1 stateRegistered in
$440.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Sage Private Wealth Group, LLCNov 2023 to now
- Calamos Financial Services LLCNov 2018 to Nov 2023
- Calamos Wealth Management LLCNov 2018 to Nov 2023
- UnemployedMay 2018 to Nov 2018
- BMO Harris Financial Advisors, IncApr 2014 to May 2018
- BMO Harris BankFeb 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Sage Private Wealth Group, LLC
$440.8MAssets managed
482Clients
10Advisers
5 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
- 6003816
- Firm CRD
- 173399