Kristi Wano has been an investment adviser representative at Sage Private Wealth Group since November 2023, and is not listed among the firm’s executive officers or direct owners. Kristi Wano holds a B.S. in Business from Western Kentucky University.
Sage Private Wealth Group, LLC is an Oakbrook Terrace, IL firm with $441M under management, 482 clients and 3 advisers across 3 offices, as of its September 2026 filing.
Kristi Wano is SVP, Senior Wealth Advisor of SAGE Private Wealth Group. She works with high-net-worth individuals, families and business owners on strategic planning, business succession and multigenerational wealth transfer. She has over two decades of experience in private banking and wealth management, and previously held senior advisory roles at Calamos Wealth Management, BMO Private Bank, J.P. Morgan Private Bank and Fifth Third Bank.
Kristi Wano’s longest registration was 4 years at Calamos Wealth Management LLC (2018–2023). Before joining Sage Private Wealth Group in 2023, Kristi Wano was registered through Calamos Wealth Management LLC.
- – present · 2 yearsOakbrook Terrace, IL · Adviser representative · Firm CRD 173399
- Calamos Wealth Management LLC– · 4 yearsNaperville, IL · Adviser representative · Firm CRD 143490
Professional designations
Listed by Sage Private Wealth Group
- Certified Exit Planning Advisor (CEPA®)
Investment adviser representative registrations
Kristi Wano is registered as an investment adviser representative in Illinois, since November 2023.
- IllinoisSince 30 November 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 2 February 2012 |
| Series 7 | General Securities Representative Examination | 10 January 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kristi K Wano
- CRD
- 6003816
- Firm
- Sage Private Wealth Group · CRD 173399
- Office
- 18W140 BUTTERFIELD ROAD, SUITE 1160, Oakbrook Terrace, IL 60181
- Registration
- Investment adviser registration
- In the industry since
- August 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sageprivatewealth.com
Where does Kristi Wano work?
Kristi Wano is an investment adviser representative registered through Sage Private Wealth Group, LLC since November 2023, and is not listed among the firm’s executive officers or direct owners.
Is Kristi Wano a financial advisor?
Yes. Kristi Wano has a current investment-adviser registration in Illinois, through Sage Private Wealth Group since November 2023.
How many years of experience does Kristi Wano have?
Kristi Wano has 14 years in the financial industry, since August 2012, across 2 adviser firms.
What exams has Kristi Wano passed?
Kristi Wano has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 2012. FINRA credited Kristi Wano with the SIE, which began in October 2018.
Where is Kristi Wano based?
Kristi Wano’s registered office is in Oakbrook Terrace, IL.
Is Kristi Wano registered with FINRA?
No. Kristi Wano has no current broker registration.
How can I verify Kristi Wano’s record?
Search CRD 6003816 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristi Wano’s full registration record.
