Ann SchoenbergCRD Number: 5536702
Current Firm: Sagepoint Financial, Inc.
Ann Schoenberg (CRD# 5536702) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Fargo, ND and has over 7 years of experience in the finance industry.
Schwan Financial Advisors, LLC
Cetera Advisor Networks LLC
|Sagepoint Financial||Bismarck, ND||Oct 2012 - Current||4|
|Cornerstone Bank||Fargo, ND||Oct 2012 - Jan 2016||3|
|Investment Centers Of America||West Fargo, ND||Sep 2008 - Oct 2012||4|
|Ndsu||Fargo, ND||Aug 2005 - May 2009||3|
|Investment Centers Of America||Bismarck, ND||May 2008 - Aug 2008||< 1|
|American Federal Bank||Fargo, ND||Jun 2007 - May 2008||< 1|
|Bison Sports Arena||Fargo, ND||Aug 2006 - May 2007||< 1|
|Su Call For Campus Center||Fargo, ND||Aug 2005 - May 2007||1|
|Moorhead Parks And Rec||Moorhead, MN||Nov 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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