Danny Yochheim, financial advisor Amherst OH
93 score

Danny Yochheim

CRD Number: 864762
Current Firm: Sagepoint Financial, Inc.

Danny Yochheim (CRD# 864762) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Amherst, OH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial,inc. Phoenix, AZ Jan 2009 - Current 7
Aig Financial Advisors, Inc. Amherst, OH Oct 2008 - Jan 2009 < 1
Aig American General Life Insurance Company Amherst, OH Oct 2002 - Oct 2008 6
American General Securities Incorporated Amherst, OH Oct 2002 - Oct 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for Danny A. Yochheim
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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