Sgl Wealth Management Group
SGL Wealth Management Group helps clients manage their assets by utilizing the efficient financial planning strategy known as 'S.G.L.' or Strategic Guidance for Life. Our Services-Financial Planning Services -Investment Services -Hourly Consulting -Business Services -Trust & Estate -Additional Services We strive to build long-term relationships based on trust, mutual respect and the highest level of service possible. Securities offered through LPL Financial, Member SIPC. For hyperlinks to SIPC, please refer to sipc.org. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. SGL Wealth Management Group and IFG Advisory, LLC are separate entities from LPL Financial. 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. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A, an affiliate of LPL Financial. For a list of states in which I am/we are registered to do business, please visit
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Verified contacts
10
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
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no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- TC
Toby C. Anderson
Senior Financial Advisor · Finance & Accounting
EmailPhone - EG
Eileen Gilliam
Client Associate · Customer/Client Service
EmailPhone - JF
Jessica Farr
Financial Advisor · Finance & Accounting
EmailPhone - KB
Kyle Bochat
Director of Private Wealth · Finance & Accounting
EmailPhone - JA
Jodi Abercrombie
Client Relationship Manager · Customer/Client Service
EmailPhone - NS
Noah Shorr
Financial Advisor · Finance & Accounting
EmailPhone - KL
Kelly Lee
Managing Partner · General Business & Management
EmailPhone
Showing 7 of 10 verified contacts
Top roles at Sgl Wealth Management Group
8 distinct titles indexed · top 8 shown.
- 2client relationship manager
- 2financial advisor
- 1client associate
- 1director of private wealth
- 1managing partner
- 1senior financial advisor
- 1student-athlete at mercer university studying finance and sports marketing
- 1summer intern
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