Onpointe Advisory And Financial Services, LLC

Onpointe Advisory And Financial Services, LLC (CRD# 162143) is a financial advisory firm headquartered in Petaluma, CA. They manage $28,978,230 in 321 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $90,275
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CA, WA

Financial Advisors at Onpointe Advisory And Financial Services, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Glenn A. Remaley
CRD#: 2255495
Bethlehem, PA
96
Wealthminder
score

Glenn Remaley (CRD# 2255495) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Bethlehem, PA and has over 25 years of experience in the finance industry.

2
Christopher J. Corjay
CRD#: 5940366
174 Cornerstone Court, Suite A, Hot Springs National Park, AR 71913
93
Wealthminder
score

Christopher Corjay (CRD# 5940366) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Hot Springs National Park, AR and has over 8 years of experience in the finance industry.

3
Jon F. Davis
CRD#: 4395513
3737 Woodland Ave., Suite 600, West Des Moines, IA 50266
93
Wealthminder
score

Jon Davis (CRD# 4395513) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in West Des Moines, IA and has over 16 years of experience in the finance industry.

4
Christina L. Eaken
CRD#: 4484258
2090 Marina Avenue, Petaluma, CA 94954
93
Wealthminder
score

Christina Eaken (CRD# 4484258) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Petaluma, CA and has over 7 years of experience in the finance industry.

5
Francis D. Ertel
CRD#: 2136249
Atlanta, GA
93
Wealthminder
score

Francis Ertel (CRD# 2136249) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Atlanta, GA and has over 26 years of experience in the finance industry.

6
Joseph R. Loftin
CRD#: 311712
720 Gold Rush Way, Chino Valley, AZ 86323
93
Wealthminder
score

Joseph Loftin (CRD# 311712) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Chino Valley, AZ and has over 29 years of experience in the finance industry.

7
Jimmy L. Parks
CRD#: 3090653
321 W. Palm Street, Lonoke, AR 72086
93
Wealthminder
score

Jimmy Parks (CRD# 3090653) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Lonoke, AR and has over 19 years of experience in the finance industry.

8
Joyce C. Pool
CRD#: 6023910
Arlington, TX
93
Wealthminder
score

Joyce Pool (CRD# 6023910) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Arlington, TX and has over 7 years of experience in the finance industry.

9
Tommie J. Pool
CRD#: 6023878
Arlington, TX
93
Wealthminder
score

Tommie Pool (CRD# 6023878) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Arlington, TX and has over 7 years of experience in the finance industry.

10
Robert P. Pitts
CRD#: 2624478
2090 Marina Avenue, Petaluma, CA 94954
83
Wealthminder
score

Robert Pitts (CRD# 2624478) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Petaluma, CA and has over 7 years of experience in the finance industry.

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