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).
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Total Assets Under Management16,245MILLION
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Total Number of Accounts64,353ACCOUNTS
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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
William Balint (CRD# 2480303) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in West Springfield, MA and has over 22 years of experience in the finance industry.
Melissa Ballard (CRD# 5875302) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Daphne, AL and has over 6 years of experience in the finance industry.
Theodore Balthazor (CRD# 2845163) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Appleton, WI and has over 25 years of experience in the finance industry.
Sherrill Bambauer (CRD# 11661) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Redding, CA and has over 24 years of experience in the finance industry.
Atesha Barnes Nelson (CRD# 5487548) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Baxter, MN and has over 14 years of experience in the finance industry.
Elizabeth Barnett (CRD# 5461307) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Tuscaloosa, AL and has over 14 years of experience in the finance industry. Elizabeth Barnett 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.
Frank Barnett (CRD# 5563340) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Wausau, WI and has over 11 years of experience in the finance industry.
Timothy Barnette (CRD# 1537931) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Park Ridge, IL and has over 31 years of experience in the finance industry.
Donald Barrere (CRD# 715750) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Houston, TX and has over 42 years of experience in the finance industry.
Jason Batista (CRD# 4628682) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Westborough, MA and has over 19 years of experience in the finance industry.