JS
Joey D. Sager
VENTURI PRIVATE WEALTH
Oklahoma City, OK 73114
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CRD#: 1412768
JS
Professional summary
Joey Dwayne Sager is a registered financial advisor currently at VENTURI PRIVATE WEALTH located in Oklahoma City, Oklahoma.
Joey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Joey has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
THE SIRLOIN CLUB OF OK, NOT INVESTMENT RELATED, OKLAHOMA, SPONSORS & SUPPORTS YOUTH ACTIVITIES,DIRECTOR,BEGAN 1996, 3-5 HRS/YEAR.-
HAPPY LANDINGS LLC, INVTMNT RELATED, 2101 AIR DEPOT BLVD EDMOND OK, SHARE OWNERSHIP OF AIRPLANE, MANAGING MEMBER, BEGAN 8/2006, LITTLE TIME SPENT, NOT DURING BUSNSS HOURS, NOT INVOLVED IN DAILY BUSINESS. -
DWAYNE SAGER FARMS INC, INVSTMNT RELATED, ROUTE 1 BOX 86 BALKO OK, FAMILY FARM, CO-OWNER SECRETARY AND VP, NO TIME CURR SPENT. -QUALITY TIME LLC, NOT INVSTMNT RELATED, 2101 S AIR DEPOT BLVD EDMOND OK, CONCIERGE BUSINESS, SOLE OWNER, BEGAN 11/2007, 1-2 HRS/MNTH, NOT DURING BUSNSS HRS.-
SAGER ENTERPRISES LLC;INVSTMNT RLTD; EDMOND,OK; LLC TO HOLD INVSTMNTS; 100% OWNER; START 6/29/09; MIN TIM/NOT DURING BSNSS HRS. -
4 STRONG WINDS LLC; INVSTMNT RELTD; OKLAHOMA CITY, OK; UNDEVELOPED LAND HOLDING CO; 5.55% OWNRSHP; START 12/30/09; 1 HR/MNTH; NOT DURING TRDNG HRS; NO DUTIES.-
GOLDEN GATE DEVELOPMENT LLC; INVSTMNT RELATED;OKLAHOMA CITY, OK; LAND DEVELOPMENT CO.; 5.55% OWNRSHP; START 2/1/2010; 1 HOUR PER MNTH; NOT DURING TRADING HRS; NO DUTIES. -
CP2 PROPERTIES, LLC; INVESTMENT RELATED; EDMOND, OK; LLC OWNS A COMMERCIAL OFFICE BUILDING; 6.88% OWNERSHIP; START DATE = 08/13/2010; NO TIME DEVOTED; PASSIVE INVESTOR. -
J PLACE LLC; INVESTMENT RELATED; OKLAHOMA CITY, OK; HOLDING COMPANY FOR CP2 PROPERTIES, LLC OWNERSHIP; 55% OWNERSHIP IN J PLACE LLC; START DATE = 08/25/10; NO TIME DEVOTED; PASSIVE INVESTOR.-
TREE TOP AVIATION LLC; NOT INVESTMENT RELATED; EDMOND, OK; LIABILITY PROTECTION FOR OWNING HELICOPTER; 100% OWNER; START DATE 8/2011; 0 HRS PER MONTH.-
INTEGRIS HEALTH; NOT INVESTMENT RELATED; OKLAHOMA CITY, OK; HEALTHCARE SYSTEM; MEMBER OF THE BOARD OF DIRECTORS; START DATE = 07/01/2013; 2-4 HOURS DEVOTED PER MONTH; 2 DURING TRADING HOURS; DUTIES INVOLVE TAKING PART IN MEETINGS TO SUPPORT THE ORGANIZATION'S MISSION, GOALS, & NEEDS.
CRS (Client Relationship Summary) - RIA
Click below to view Joey Dwayne Sager's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 21, 2018 - Present
VENTURI PRIVATE WEALTH
Office #1: 11600 Broadway Extension Suite 200, Oklahoma City, OK 73114RIA
CRD#: 169576
Oklahoma City, OK
Past
July 1, 2003 - September 25, 2018
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
EDMOND, OK
Past
July 1, 2003 - September 25, 2018
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
EDMOND, OK
Past
March 14, 2002 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
January 8, 1988 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
EDMOND, OK
Past
October 23, 1985 - April 5, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VENTURI PRIVATE WEALTH
IRENE ADVISORS, LLC | VENTURI WEALTH MANAGEMENT, LLC | VENTURI PRIVATE WEALTH
CRD#: 169576 / SEC#: 801-78932
RIA
Registered Investment Advisory firm - (1/2/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(1/4/2024)
IAR
Texas(9/21/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VENTURI PRIVATE WEALTH
IRENE ADVISORS, LLC | VENTURI WEALTH MANAGEMENT, LLC | VENTURI PRIVATE WEALTH
CRD#: 169576 / SEC#: 801-78932
RIA
Registered Investment Advisory firm - (1/2/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3600 N. Capital Of Texas Hwy. Building B, Suite 200, Austin, TX 78746
Mailing Address
Phone number
(512) 220-2035
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,488 |
| AUM (Assets Under Management) | $ 3,178,913,424 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 02/03/2025 |
Red Flags
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Company Information
VENTURI PRIVATE WEALTH
CRD#: 169576Oklahoma City, OK 73114TRUST BUT VERIFY
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