Paige Millikin has been an investment adviser representative at Sage Wealth Planning since February 2023, and is not listed among the firm’s executive officers or direct owners.
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.
- Sage Wealth PlanningCurrent– present · 3 yearsCanton, MI · Adviser representative · Firm CRD 300747
Investment adviser representative registrations
Paige Millikin is registered as an investment adviser representative in 2 states. Each was approved in February 2023.
- MichiganSince 19 February 2023
- TexasSince 19 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 November 2022 |
| SIE | Securities Industry Essentials Examination | 5 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Paige Alysse Millikin
- CRD
- 7379891
- Firm
- Sage Wealth Planning · CRD 300747
- Office
- Canton, MI
- Registration
- Investment adviser registration
- In the industry since
- February 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Paige Millikin work?
Paige Millikin is an investment adviser representative registered through Sage Wealth Planning, LLC since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Paige Millikin a financial advisor?
Yes. Paige Millikin has a current investment-adviser registration in Michigan and Texas, through Sage Wealth Planning since February 2023.
How many years of experience does Paige Millikin have?
Paige Millikin has 3 years in the financial industry, since February 2023, across 1 adviser firm.
What exams has Paige Millikin passed?
Paige Millikin has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in March 2022.
Where is Paige Millikin based?
Paige Millikin’s registered office is in Canton, MI.
Is Paige Millikin registered with FINRA?
No. Paige Millikin has no current broker registration.
How can I verify Paige Millikin’s record?
Search CRD 7379891 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paige Millikin’s full registration record.
