Sagepoint Financial, Inc.
Sagepoint Financial, Inc. (CRD# 133763) is a financial advisory firm headquartered in Phoenix, AZ. They manage $16,245,032,571 in 64,353 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management16,245MILLION
-
Total Number of Accounts64,353ACCOUNTS
-
Average Account Value$252,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Andrea Ashbacher (CRD# 2743839) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Vista, CA and has over 26 years of experience in the finance industry.
Richard Augustine (CRD# 4091547) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Schaumburg, IL and has over 23 years of experience in the finance industry.
Arnie Austria (CRD# 2451939) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Gardena, CA and has over 29 years of experience in the finance industry.
Troy Axelson (CRD# 2405148) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Forest Lake, MN and has over 29 years of experience in the finance industry. Troy Axelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Leslie Ayers (CRD# 4127168) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 23 years of experience in the finance industry.
Scott Bacon (CRD# 6237360) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Pierre, SD and has over 9 years of experience in the finance industry.
Travis Bacon (CRD# 2730255) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Rapid City, SD and has over 26 years of experience in the finance industry.
Robert Bagby (CRD# 2843531) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Cedar Park, TX and has over 26 years of experience in the finance industry.
Thomas Baird (CRD# 1413302) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Houston, TX and has over 37 years of experience in the finance industry. Thomas Baird has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jacob Baker (CRD# 6508692) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Milwaukee, WI and has over 7 years of experience in the finance industry.