Joseph ArndtCRD Number: 1438002
Current Firm: Sagepoint Financial, Inc.
Joseph Arndt (CRD# 1438002) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Saint Louis, MO and has over 31 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Sagepoint Financial, Inc.||Overland Park, KS||Jan 2009 - Current||9|
|Arndt And Associates||Clayton, MO||Jan 1989 - Current||29|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1986|
|S65||NASAA Investment Advisors Law Examination||Sep 2006|
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