Brian Inkrott, financial advisor Columbus Grove OH
93 score

Brian Inkrott

CRD Number: 4487651
Current Firm: Sagepoint Financial, Inc.

Brian Inkrott (CRD# 4487651) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Columbus Grove, OH and has over 10 years of experience in the finance industry.

Similar Advisors
William Dicke, financial advisor Columbus Grove OH
William T. Dicke
CRD# 1744226
National Planning Corporation ("npc Of America" In Fl & Ny)
Score
96
Similar Advisors
Randall Diehl, financial advisor Columbus Grove OH
Randall L. Diehl
CRD# 1474042
Royal Alliance Associates, Inc.
Score
96
Similar Advisors
Scott Hohman, financial advisor Columbus Grove OH
Scott J. Hohman
CRD# 2365196
Strategic Investment Advisors, LLC
Score
96
Company Name Location Dates Years
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Current 7
Aig American General Life Insurance Company Columbus Grove, OH Oct 2002 - Current 14
Aig Financial Advisors, Inc. Columbus Grove, OH Oct 2008 - Jan 2009 < 1
American General Securities Incorporated Columbus Grove, OH Oct 2002 - Oct 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
S65 NASAA Investment Advisors Law Examination Oct 2006
Contact Info for Brian J. Inkrott
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

Ready to hire a financial advisor? Get competitive proposals from Brian Inkrott and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.