Michaela Lynne Griggs
Investment adviser representative at Sage Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$575.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
12 years in the industry.
- Sage Advisors, LLCJan 2017 to now
- Kms Financial Services, Inc.Sep 2015 to Oct 2020
- Sage Advisors, LLCMay 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Sage Advisors, LLC
$575.1MAssets managed
690Clients
4Advisers
7 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
- 6529088
- Firm CRD
- 301328