Anthony CurtiCRD Number: 1846054
Current Firm: Sagepoint Financial, Inc.
Anthony Curti (CRD# 1846054) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in La Crosse, WI and has over 29 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Interactive Financial Advisors
Thrivent Investment Management Inc.
|Sagepoint Financial||La Cross, WI||Nov 2009 - Current||8|
|Unemployed||La Crosse, WI||Jun 2009 - Nov 2009||< 1|
|River Bank||Lacrosse, WI||Aug 1996 - May 2009||12|
|Commonwealth Finacial Network||Waltham, MA||May 2004 - Mar 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
|S65||NASAA Investment Advisors Law Examination||Mar 2010|
Total Assets Under Management5,165MILLIONS
Total Number of Accounts25,703ACCOUNTS
Average Account Value$200,939
- 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