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Amy Lynn Sage

Lion Street Financial, LLC

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About Amy Lynn Sage

Amy Sage is a financial professional who is registered with the Financial Industry Regulatory Authority (FINRA) and is currently employed by Lion Street Financial, LLC. Amy's professional experience began on November 21, 2017, when she was registered with FINRA. Amy has earned her Series 6 and SIE licenses. Amy's current office location is 20935 Swenson Dr Ste 475 in Waukesha, WI.

Firm Information

Amy Sage is currently registered with Lion Street Financial, LLC. Lion Street Financial, LLC is a Limited Liability Company formed in January 2022 and is registered to provide advisory services in all 50 states, the District of Columbia, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Amy Sage’s Registration & Firm History

WI

11/21/2017 - Present

Lion Street Financial, LLC (Waukesha WI)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Lynn Sage.
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