Michael OtradovecCRD Number: 5580341
Current Firm: Sagepoint Financial, Inc.
Michael Otradovec (CRD# 5580341) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Sagepoint Financial||Scottsdale, AZ||Feb 2014 - Current||2|
|New England Securities||Phoenix, AZ||Jul 2008 - Feb 2014||5|
|Equipoint Financial||Scottsdale, AZ||May 2008 - Jun 2008||< 1|
|Concord Mortgage||Scottsdale, AZ||Apr 2008 - May 2008||< 1|
|First Magnus||Phoenix, AZ||Jun 2005 - Apr 2008||2|
|One Source Mortgage||Scottsdale, AZ||Nov 2003 - Jun 2005||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
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
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