Matthew KinsingerCRD Number: 5349559
Current Firm: Sagepoint Financial, Inc.
Matthew Kinsinger (CRD# 5349559) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
Wealth Management Solutions
|Advisor Group||Phoenix, AZ||Oct 2014 - Current||2|
|Lpl Financial||Reno, NV||Jan 2011 - Oct 2014||3|
|Nevada Investment Management||Reno, NV||Apr 2008 - Oct 2014||6|
|The Gus Stop||Sydney,||Apr 2010 - Mar 2011||< 1|
|University Of Nevada, Las Vegas||Las Vegas, NV||Sep 2003 - May 2008||4|
|Nevada Investment Management||Reno, NV||May 2007 - Apr 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
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