Howard DettloffCRD Number: 1064373
Current Firm: Sagepoint Financial, Inc.
Howard Dettloff (CRD# 1064373) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 35 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Sagepoint Financial, Inc.||Wayaza, MN||Jun 2016 - Current||1|
|Financial Alternatives||Wayzata, MN||Jan 1996 - Current||21|
|Corroon & Black Of Minnesota, Inc.||Minneapolis, MN||May 1981 - Current||36|
|Vsr Advisory Services||Overland Park, KS||Aug 2007 - Jul 2016||8|
|Vsr Financial Services, Inc.||Wayzata, MN||Jan 1996 - Jul 2016||20|
|The Masters (division Of Vsr Financial Services, Inc)||Overland Park, KS||Jan 2003 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1982|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Regulatory Event
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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