Colton Reading

Financial Advisor Founder @Sage Wealth Management, Inc

Salt Lake City, UT, US
MOBILE NUMBERS
+18•••••••19

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WORK HISTORY

Dec 2014 — Present

Financial Advisor Founder @Sage Wealth Management, Inc

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Advisory servicesRetirement analysis and programsEstate strategiesEmployee benefit and retention servicesBusiness continuation strategiesTrust servicesSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'Contact Info\' section above. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Sage Wealth Management, a registered investment advisor. Financial Advocates Investment Management, Sage Wealth Management and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit sagewealthman.com

EDUCATION

1993 — 1997

Brigham Young University

Bachelor’s Degree, Zoology/Animal Biology

N/A

Brigham Young University

Business Administration and Management, General

SKILLS

Financial PlanningCommitted to ProfessionalismSecuritiesFinancial ServicesInvestmentsEstate PlanningLeadershipRetirement PlanningTeam BuildingRetirementLife InsuranceInvestment AdvisoryFinanceCustomer ServiceFinancial PlannersEmployee BenefitsInsuranceAnalysis

ABOUT COLTON READING

Financial Advisor at Sage Wealth Management

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