Neil SchlagelCRD Number: 6982895
Current Firm: Sagepoint Financial, Inc.
Neil Schlagel (CRD# 6982895) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Hutchinson, MN and has over 3 years of experience in the finance industry.
Valmark Advisers, Inc.
|Sagepoint Financial, Inc.||Hutchinson, MN||Apr 2019 - Current||3|
|Isd 466||Cokato, MN||Aug 2011 - Current||11|
|Prowoodbats||Howard Lake, MN||Jun 2003 - Current||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management16,245MILLIONS
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)
- 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
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