Colin Brubaker, financial advisor Lancaster PA

Colin Brubaker

CRD Number: 6949469
Current Firm: Sagepoint Financial, Inc.

Colin Brubaker (CRD# 6949469) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Lancaster, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial Lancaster, PA Mar 2022 - Current < 1
American Wealth Strategy Group Lancaster, PA Aug 2019 - Current 3
Minnesota Life Insurance Company St Paul, MN Aug 2019 - Apr 2022 2
Securian Financial Services Inc. St Paul, MN Aug 2019 - Apr 2022 2
Securian Financial Services Inc. St Paul, MN Apr 2019 - Jul 2019 < 1
Elizabethtown College Elizabethtown, PA Aug 2015 - May 2019 3
Ameriprise Financial Lancaster, PA May 2018 - Dec 2018 < 1
David M Maines Inc. Lewistown, PA May 2017 - Aug 2017 < 1
Robert H. Ranck Lancaster, PA Aug 2014 - Dec 2016 2
Manheim Central Highschool Manheim, PA Aug 2011 - Jul 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Colin D. Brubaker
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    16,245
    MILLIONS
  • Total Number of Accounts
    64,353
    ACCOUNTS
  • Average Account Value
    $252,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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, WY

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