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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Risgaard is a financial advisor in CLEARWATER, FL with over 20 years of experience. Sandra is currently registered with Provise Management Group, LLC and has previously been registered with CliftonLarsonAllen Wealth Advisors, LLC, Franklin/Templeton Distributors, Inc., Baker Tilly Capital, LLC, Banc One Securities Corporation, Nationwide Investment Services Corporation and FundSelect Advisers, Inc. Sandra has earned the Certified Financial Planner designation. Sandra focuses on providing financial planning, portfolio management for businesses and individuals and selection of other advisors to clients. Sandra's firm, Provise Management Group, LLC manages over $1.8 billion in assets for high net worth individuals, charitable organizations, corporations and other businesses, pension and profit sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees as solicitor for seabridge invest advisor
1
2
FL
06/29/2021 - Present
Provise Management Group, LLC (CLEARWATER FL)
WI
02/25/2019 - 01/19/2021
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (Appleton WI)
FL
02/27/2014 - 06/22/2015
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
WI
04/02/2003 - 12/21/2009
BAKER TILLY CAPITAL, LLC (MADISON WI)
IL
03/27/2000 - 06/06/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
11/28/1998 - 08/27/1999
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
11/28/1998 - 11/30/1998
FUNDSELECT ADVISERS, INC. (COLUMBUS OH)
BC
Issued 02/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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