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Raymond Michael Surenkamp

Sage Advisors LLC

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About Raymond Michael Surenkamp

Raymond Michael Surenkamp is a Registered Investment Advisor Representative at Sage Advisors LLC. Raymond has been in the industry for over 40 years and is licensed in Indiana and Texas. Raymond has a strong track record of success in providing financial advice and portfolio management services. Raymond specializes in providing financial planning and portfolio management services for individuals, high net worth individuals, and corporations.

Firm Information

Raymond 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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Raymond Surenkamp’s Registration & Firm History

CO

01/03/2024 - Present

Sage Advisors LLC (BOULDER CO)

IA

10/27/1995 - 11/27/1995

ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)

NY

03/27/1986 - 12/22/1993

NEW ENGLAND SECURITIES (NEW YORK NY)

NA

06/09/1983 - 04/08/1986

SMA EQUITIES, INC.

NA

12/18/1981 - 04/06/1983

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 01/06/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/1994

Series 24 - General Securities Principal Examination

BC

Issued 04/19/1986

Series 7 - General Securities Representative Examination

BC

Issued 12/08/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Michael Surenkamp.
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