John CeaglskeCRD Number: 3168961
Current Firm: Sagepoint Financial, Inc.
John Ceaglske (CRD# 3168961) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Sagepoint Financial, Inc.||Milwaukee, WI||Jan 2018 - Current||< 1|
|Mml Investors Services, LLC||Milwaukee, WI||Mar 2017 - Jan 2018||< 1|
|Massachusetts Mutual Life Insurance Company||Springfield, MA||Jul 2016 - Jan 2018||1|
|Metlife Securities Inc.||Brookfield, WI||Jan 2015 - Jan 2018||3|
|New England Securities||Brookfield, WI||Nov 2012 - Jan 2015||2|
|Ids Life Insurance Company||Brookfield, WI||Dec 1998 - Nov 2012||13|
|American Express Financial Advisors Inc.||Brookfield, WI||Dec 1998 - Nov 2012||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
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