Anthony Curti, financial advisor La Crosse WI
93 score

Anthony Curti

CRD 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 28 years of experience in the finance industry.

Similar Advisors
Phillip Anderson, financial advisor La Crosse WI
Phillip L. Anderson
CRD# 1498354
Ameriprise Financial Services, Inc.
Score
96
Similar Advisors
Mark Bertrang, financial advisor La Crosse WI
Mark A. Bertrang
CRD# 1760670
Interactive Financial Advisors
Score
96
Similar Advisors
Scott Bingham, financial advisor La Crosse WI
Scott W. Bingham
CRD# 1464671
Thrivent Investment Management Inc.
Score
96
Company Name Location Dates Years
Sagepoint Financial La Cross, WI Nov 2009 - Current 7
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
Contact Info for Anthony F. Curti
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • IA
  • WI
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 Anthony Curti 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.