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John Surenkamp

Sage Advisors LLC

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About John Surenkamp

John Surenkamp is an Investment Advisor Representative with Sage Advisors LLC. John has been in the financial services industry for over 10 years. John has a Series 65 license and is registered with the state of Colorado and Texas. John specializes in providing financial planning and portfolio management services to individuals, businesses, and pension plans. John has a strong background in the financial services industry and is committed to providing clients with the highest level of service.

Firm Information

John Surenkamp is currently registered with Sage Advisors LLC. Sage Advisors LLC is an investment advisor registered with the SEC. They manage approximately $147,676,822 in assets for 397 clients, including individuals, high net worth individuals, corporations, and pension and profit-sharing plans. They offer financial planning and portfolio management services. The firm has 2 licensed agents and 4 investment adviser representatives.

$147.68M

Assets Under Management

Not reported

Total Clients

3

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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John Surenkamp’s Registration & Firm History

CO

01/03/2024 - Present

Sage Advisors LLC (BOULDER CO)

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Licenses & Designations

IA

Issued 05/12/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Surenkamp.
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