Karina Isabel Sales linehan
Investment adviser representative at Sagebroadview Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$397.2MFirm assets
11 yearsFirm in business
Are you Karina Isabel Sales linehan? 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
Experience
10 years in the industry.
- Sagebroadview Wealth Management, LLCOct 2018 to now
- Northwestern Mutual Wealth Management CompanyMar 2018 to Jul 2018
- Northwestern Mutual Life Insurance CompanyJan 2017 to Jul 2018
- Jeffrey BuffumJul 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Sagebroadview Wealth Management, LLC
$397.2MAssets managed
148Clients
6Advisers
11 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
- 6557306
- Firm CRD
- 126472