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 $26,678,736 in 205 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $130,140
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, AZ, CA, FL, GA, IA, ID, IL, KS, LA, MI, MO, MS, NJ, OH, OK, OR, PA, TX, VA, WA

Financial Advisors at Onpointe Advisory And Financial Services, LLC
Showing 1 - 10 of 30 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 24 years of experience in the finance industry.

2
Steven G. Busam
CRD#: 2226196
Marengo, IL
93
Wealthminder
score

Steven Busam (CRD# 2226196) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Marengo, IL and has over 5 years of experience in the finance industry.

3
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 7 years of experience in the finance industry.

4
Steven M. Dabbs
CRD#: 1258864
Tempe, AZ
93
Wealthminder
score

Steven Dabbs (CRD# 1258864) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Tempe, AZ and has over 22 years of experience in the finance industry.

5
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 15 years of experience in the finance industry.

6
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 5 years of experience in the finance industry.

7
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 24 years of experience in the finance industry.

8
Robert G. Harden
CRD#: 2856647
2090 Marina Avenue, Petaluma, CA 94954
93
Wealthminder
score

Robert Harden (CRD# 2856647) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Petaluma, CA and has over 17 years of experience in the finance industry.

9
Richard L. Kagy
CRD#: 6025710
Shawnee Mission, KS
93
Wealthminder
score

Richard Kagy (CRD# 6025710) is an Investment Advisor Representative working at Onpointe Advisory And Financial Services, LLC in Shawnee Mission, KS and has over 6 years of experience in the finance industry.

10
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 28 years of experience in the finance industry.

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