Unclaimed Profile

Donna Skeels Cygan

SAGE FUTURE FINANCIAL, LLC·ALBUQUERQUE, New Mexico

Series 65Clean record22 years registeredSAGE FUTURE FINANCIAL, LLC

4800 JUAN TABO NE, SUITE D, ALBUQUERQUE, NM 87111CRD# 3124880Firm CRD# 152576

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donna Skeels Cygan · ALBUQUERQUE, NM

Registration

CRD #3124880 · SAGE FUTURE FINANCIAL, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SAGE FUTURE FINANCIAL, LLC

MERCER GLOBAL ADVISORS INC.

Dec 2019 – Nov 2021

ALBUQUERQUE, NM

SAGE FUTURE FINANCIAL, LLC

Dec 2009 – Feb 2020

ALBUQUERQUE, NM

STANCORP INVESTMENT ADVISERS, INC.

Mar 2008 – Feb 2009

ALBUQUERQUE, NM

ESSENTIAL FINANCIAL PLANNING, INC.

Nov 2003 – Mar 2008

ALBUQUERQUE, NM

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 18, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAGE FUTURE FINANCIAL, LLC

CRD 152576 · SEC 801-70940

AUM

$53M

Regulatory assets under management

Employees

195 client accounts

Services offered by SAGE FUTURE FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SAGE FUTURE FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Donna Skeels Cygan offer?

Donna Skeels Cygan specializes in Financial Planning, Investment Management.

What are Donna Skeels Cygan's credentials?

Donna Skeels Cygan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna Skeels Cygan located?

Donna Skeels Cygan is based in ALBUQUERQUE, New Mexico, last registered with SAGE FUTURE FINANCIAL, LLC.

How does Donna Skeels Cygan charge for services?

Donna Skeels Cygan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAGE FUTURE FINANCIAL, LLC?

SAGE FUTURE FINANCIAL, LLC has approximately 1 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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