Christine Senglaub, financial advisor Phoenix AZ
89 score

Christine Senglaub

CRD Number: 6171607
Current Firm: Sagepoint Financial, Inc.

Christine Senglaub (CRD# 6171607) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial Delafield, WI Aug 2014 - Current 2
Senglaub Financial Delafield, WI Feb 2013 - Current 3
Sii Investments Delafield, WI Jul 2012 - Aug 2014 2
Massmutual Life Insurance Company Brookfield, WI Mar 2013 - May 2013 < 1
Victoria's Secret New York, NY Oct 2012 - Jan 2013 < 1
Elie Tahari New York, NY Jun 2012 - Sep 2012 < 1
Sergio Rossi - Gucci Group New York, NY Mar 2012 - May 2012 < 1
Michael Kors New York, NY Dec 2011 - Feb 2012 < 1
Unemployed Dousman, WI May 2011 - Dec 2011 < 1
Robert Half International Chicago, IL Nov 2009 - May 2011 1
Ingersoll Rand Addison, IL Jan 2009 - Nov 2009 < 1
University Of Minnesota Twin Cities Minneapolis, MN Jan 2004 - Dec 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Christine M. Senglaub
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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