Ethan Kok has been Principal, CCO, Member of Sage Wealth Planning since October 2021, is a control person of the firm and directly owns 75% or more of it. Ethan Kok studied at Michigan State University.
Sage Wealth Planning, LLC is a Georgetown, TX firm with $127M under management, 119 clients and 3 advisers across 3 offices, as of its June 2026 filing.
Ethan Kok is Founder & Lead Advisor of Sage Wealth Planning, based in Georgetown, TX. He became a client of Sage in 2020, joined the team a year later, and three years after that purchased the business. He started his working career at Dow Inc. in Midland, Michigan.
- Sage Wealth PlanningCurrent– present · 5 yearsGeorgetown, TX · Adviser representative · Firm CRD 300747
Investment adviser representative registrations
Ethan Kok is registered as an investment adviser representative in Texas, since January 2022.
- TexasSince 6 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 March 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Ethan Christopher Kok
- CRD
- 7370947
- Firm
- Sage Wealth Planning · CRD 300747
- Role
- Principal, CCO, Member
- Office
- 116 W 8TH STREET, UNIT 207, Georgetown, TX 78626
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sagewealthplans.com
Where does Ethan Kok work?
Ethan Kok has been Principal, CCO, Member of Sage Wealth Planning, LLC since October 2021, and is a control person of the firm.
Is Ethan Kok a financial advisor?
Yes. Ethan Kok has a current investment-adviser registration in Texas, through Sage Wealth Planning since May 2021.
How many years of experience does Ethan Kok have?
Ethan Kok has 5 years in the financial industry, since May 2021, across 1 adviser firm.
What exams has Ethan Kok passed?
Ethan Kok passed the Series 65 in March 2021.
Where is Ethan Kok based?
Ethan Kok’s registered office is in Georgetown, TX.
Is Ethan Kok registered with FINRA?
No. Ethan Kok has no current broker registration.
How can I verify Ethan Kok’s record?
Search CRD 7370947 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ethan Kok’s full registration record.