Sagepoint Financial, Inc.

Sagepoint Financial, Inc. (CRD# 133763) is a financial advisory firm headquartered in Phoenix, AZ. They manage $4,384,524,786 in 23,011 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,385
    MILLION
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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.

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

Financial Advisors at Sagepoint Financial, Inc.
Showing 1 - 10 of 920 top financial advisors.
1
Harold H. Hartmann
CRD#: 5580878
86 Bradley Road Ste 2, Madison, CT 06443
103
Wealthminder
score
Harold Hartmann (CRD# 5580878) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Southington, CT and has over 7 years of experience in the finance industry. Harold Hartmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Norman L. King
CRD#: 826668
2631 Bulverde Road, Suite 100a, Bulverde, TX 78163
98
Wealthminder
score

Norman King (CRD# 826668) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Bulverde, TX and has over 39 years of experience in the finance industry.

3
Grant A. Knox
CRD#: 2229618
9120 Spice Street, La Mesa, CA 91941
98
Wealthminder
score

Grant Knox (CRD# 2229618) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 23 years of experience in the finance industry.

4
Todd W. Ahrenholz
CRD#: 5603346
309 Lakeland Drive Southeast, Unit 2, Willmar, MN 56201
96
Wealthminder
score

Todd Ahrenholz (CRD# 5603346) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Willmar, MN and has over 7 years of experience in the finance industry. Todd Ahrenholz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Justin R. Anderson
CRD#: 4549763
3700 State Street, Suite 310, Santa Barbara, CA 93105
96
Wealthminder
score

Justin Anderson (CRD# 4549763) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Santa Barbara, CA and has over 14 years of experience in the finance industry. Justin Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Gilbert A. Armour
CRD#: 2490960
5405 Morehouse Drive, Suite 310, San Diego, CA 92121
96
Wealthminder
score

Gilbert Armour (CRD# 2490960) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in San Diego, CA and has over 22 years of experience in the finance industry. Gilbert Armour has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Joseph M. Arndt
CRD#: 1438002
9986 Manchester Road, Suite 201, Saint Louis, MO 63122
96
Wealthminder
score

Joseph Arndt (CRD# 1438002) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Saint Louis, MO and has over 30 years of experience in the finance industry.

8
Joseph F. Bartosiewicz
CRD#: 718185
Avon, CT
96
Wealthminder
score

Joseph Bartosiewicz (CRD# 718185) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Avon, CT and has over 24 years of experience in the finance industry. Joseph Bartosiewicz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Joseph L. Bernheimer
CRD#: 2476042
61 Pearl Street, Metuchen, NJ 08840
96
Wealthminder
score

Joseph Bernheimer (CRD# 2476042) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Metuchen, NJ and has over 22 years of experience in the finance industry. Joseph Bernheimer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Janet S. Bird
CRD#: 1130814
1919 N Pearl Street, Suite B2, Tacoma, WA 98406
96
Wealthminder
score

Janet Bird (CRD# 1130814) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Tacoma, WA and has over 33 years of experience in the finance industry. Janet Bird has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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