Michael YoungCRD Number: 6137253
Current Firm: Sagepoint Financial, Inc.
Michael Young (CRD# 6137253) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Wichita, KS and has over 5 years of experience in the finance industry.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Sagepoint Financial, Inc.||Wichita, KS||Dec 2017 - Current||< 1|
|Sii Investments||Wichita, KS||Jul 2017 - Nov 2017||< 1|
|Unemployed||Andover, KS||May 2017 - Jul 2017||< 1|
|Edward Jones||St Louis, MO||Nov 2012 - Apr 2017||4|
|Koch Siedhoff Hand & Dunn, LLP||Wichita, KS||Sep 2007 - Nov 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
- Criminal Record
Total Assets Under Management5,165MILLIONS
Total Number of Accounts25,703ACCOUNTS
Average Account Value$200,939
- 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, WY