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Sage 8 Advisory Group

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- About our team
- Client experience
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Transfer Accounts

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Kyle Leipold, NMLS # 1668556, Jane Stromwall, NMLS # 532618, and David Betts, NMLS # 2044627 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Kyle Leipold, NMLS # 1668556, Jane Stromwall, NMLS # 532618, and David Betts, NMLS # 2044627 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Kyle Leipold, NMLS # 1668556, Jane Stromwall, NMLS # 532618, and David Betts, NMLS # 2044627 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Kyle Leipold, NMLS # 1668556, Jane Stromwall, NMLS # 532618, and David Betts, NMLS # 2044627 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Kyle Leipold, NMLS # 1668556, Jane Stromwall, NMLS # 532618, and David Betts, NMLS # 2044627 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Kyle Leipold, NMLS # 1668556, Jane Stromwall, NMLS # 532618, and David Betts, NMLS # 2044627 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Kyle Leipold, NMLS # 1668556, Jane Stromwall, NMLS # 532618, and David Betts, NMLS # 2044627 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Kyle Leipold, NMLS # 1668556, Jane Stromwall, NMLS # 532618, and David Betts, NMLS # 2044627 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Kyle Leipold, NMLS # 1668556, Jane Stromwall, NMLS # 532618, and David Betts, NMLS # 2044627 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Kyle Leipold, NMLS # 1668556, Jane Stromwall, NMLS # 532618, and David Betts, NMLS # 2044627 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Sage 8 Advisory Group

Phone: 414-347-7086

Jonas Edstrom, MBA

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 414-347-7210

Kyle Leipold

Senior Vice President - Financial Advisor - ABD,
Consulting Group

Phone: 414-347-7086

Jane Stromwall, CRC®

Senior Vice President - Financial Advisor,
Consulting Group

Phone: 262-420-1407

Andrew Stromwall

First Vice President - Financial Advisor,
Consulting Group

Phone: 262-420-1408

David Betts, AIF®, CFA®

Vice President - Financial Advisor

Phone: 414-347-7009

Kaj Edstrom, CFP®, CLU®, CPFA®

Financial Advisor

Phone: 414-347-7004

Michael Johnson

Senior Registered Client Associate

Phone: 414-347-7119

Paula Robare

Senior Client Associate

Phone: 414-347-7090

Becky Brazer

Branch Service Mgr/Sr Registered Client Assoc

Phone: 262-420-1409

Nicholas Barth

Registered Client Associate

Phone: 262-420-1410

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1000 N. Water St., Suite 1500
Milwaukee, WI 53202
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