Michael R. Bell

SAGE ADVISORS

Edmonds, WA 98020

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CRD#: 6373885

Professional summary

Michael Richard Bell is a registered financial advisor currently at SAGE ADVISORS, LLC located in Edmonds, Washington.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 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.

Name of Other Business: Michael Bell (independent insurance agent); Investment-Related: yes; Addresses of Other Business: 115 2nd Avenue, Suite 200, Edmonds, WA 98020; 1418 E Sweet Citrus Dr, Queen Creek, AZ 85140; Nature of Other Business: insurance sales and service; Position/Title; independent insurance agent; Relationship with Other Business: owner; Start Date: 11/01/2025; Approximate Hours Per Month: 20; Approximate Hours Per Month During Trading Hours: 5; Duties: sales and services of fixed insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Richard Bell'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®

None

Experience

Current

May 5, 2021 - Present

SAGE ADVISORS, LLC

Office #1: 115 2nd Avenue North Suite 200, Edmonds, WA 98020

RIA

CRD#: 301328

Edmonds, WA

Past

January 11, 2019 - October 30, 2020

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

Edmonds, WA

Past

May 6, 2016 - November 16, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

BELLEVUE, WA

Past

July 18, 2015 - July 28, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

BELLEVUE, WA

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".

SAGE ADVISORS, LLC

CRD#: 301328 / SEC#: 801-115281

RIA

Registered Investment Advisory firm - (5/13/2019 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

Arizona
(12/12/2024)

IAR

Washington
(5/5/2021)

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

IAR

Series 65

Date: 5/4/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/18/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/17/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SAGE ADVISORS, LLC

CRD#: 301328 / SEC#: 801-115281

RIA

Registered Investment Advisory firm - (5/13/2019 Approved)

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Contact information

Main Address

115 2nd Avenue North Suite 200, Edmonds, WA 98020

Mailing Address

Phone number

(206) 516-7991

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAGE ADVISORS, LLC - FORM ADV PART 2A (1/3/2025)

Regulatory assets under management

Total Number of Accounts	674
AUM (Assets Under Management)	$ 482,399,894

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.

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Firm Stability Insights

Michael R. Bell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Richard Bell's CRS (Customer Relationship Summary).

Certified licenses

Experience

KMS FINANCIAL SERVICES, INC.

MML INVESTORS SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

SAGE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2021

Series 63

Date: 5/18/2016

SIE

Date: 10/1/2018

Series 6

Date: 7/17/2015

Current Firm

SAGE ADVISORS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAGE ADVISORS, LLC

TRUST BUT VERIFY

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