Sandra A. Risgaard

PROVISE MANAGEMENT GROUP

Clearwater, FL 33756

Some features on this profile are disabled

CRD#: 3114967

Professional summary

Sandra Ann Risgaard, CFP®, who also goes by Sandy Wilson, is a registered financial advisor currently at PROVISE MANAGEMENT GROUP, LLC located in Clearwater, Florida.

Sandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Sandra has worked at 9 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sandy Wilson

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.

St. Elizabeth Hospital; Non-profit organization; Finance Committee Member; Review investments, spending policy, grants and financials; 1% of time spent; no compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Ann Risgaard's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

June 29, 2021 - Present

PROVISE MANAGEMENT GROUP, LLC

Office #1: 611 Druid Rd E. Ste 105, Clearwater, FL 33756

RIA

CRD#: 105375

Clearwater, FL

Past

March 7, 2019 - January 19, 2021

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA

CRD#: 38357

Appleton, WI

Past

February 25, 2019 - January 19, 2021

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CRD#: 38357

Appleton, WI

Past

June 26, 2015 - March 6, 2019

SCHENCK INVESTMENT SOLUTIONS LLC

RIA

CRD#: 112997

APPLETON, WI

Past

February 27, 2014 - June 22, 2015

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

ST. PETERSBURG, FL

Past

June 23, 2004 - December 21, 2009

BAKER TILLY INVESTMENT ADVISORS

RIA

CRD#: 111264

MADISON, WI

Past

April 2, 2003 - December 21, 2009

BAKER TILLY CAPITAL, LLC

CRD#: 115333

MADISON, WI

Past

March 27, 2000 - June 6, 2000

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

November 28, 1998 - November 30, 1998

FUNDSELECT ADVISERS, INC.

CRD#: 5381

COLUMBUS, OH

Past

November 28, 1998 - August 27, 1999

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

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".

PROVISE MANAGEMENT GROUP, LLC

PROVISE MANAGEMENT GROUP INC | PROVISE MANAGEMENT GROUP, LLC

CRD#: 105375 / SEC#: 801-32172

RIA

Registered Investment Advisory firm - (6/2/1988 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

Florida
(6/29/2021)

IAR

Texas
(9/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/25/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/25/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/22/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/26/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/28/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PROVISE MANAGEMENT GROUP, LLC

PROVISE MANAGEMENT GROUP INC | PROVISE MANAGEMENT GROUP, LLC

CRD#: 105375 / SEC#: 801-32172

RIA

Registered Investment Advisory firm - (6/2/1988 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

611 Druid Rd E. Ste 105, Clearwater, FL 33756

Mailing Address

Phone number

(727) 441-9022

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROVISE MANAGEMENT GROUP, LLC BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	3,439
AUM (Assets Under Management)	$ 1,804,308,550

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/23/2025	Cover Page	Report
01/16/2025	Cover Page	Report
11/01/2023	Cover Page	Report
12/07/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

John Valencia

LPL FINANCIAL LLC

IAR

LARGO, FL

Spiros Vassilakos

CSENGE ADVISORY GROUP, LLC

IAR

Tarpon Springs, FL

Lee Gorgas

CHARLES SCHWAB & CO., INC.

IAR

Tampa, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sandra A. Risgaard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Ann Risgaard's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

SCHENCK INVESTMENT SOLUTIONS LLC

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

BAKER TILLY INVESTMENT ADVISORS

BAKER TILLY CAPITAL, LLC

BANC ONE SECURITIES CORPORATION

FUNDSELECT ADVISERS, INC.

NATIONWIDE INVESTMENT SERVICES CORPORATION

Primary Firm SEC Registration

PROVISE MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/25/2019

Series 7TO

Date: 2/25/2019

SIE

Date: 6/22/2015

Series 7

Date: 2/26/2014

Series 6

Date: 9/28/1998

Current Firm

PROVISE MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PROVISE MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

Similar Advisors