Sagepoint Financial, Inc.

Sagepoint Financial, Inc. (CRD# 133763) is a financial advisory firm headquartered in Phoenix, AZ. They manage $5,164,738,113 in 25,703 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,165
    MILLION
  • Total Number of Accounts
    25,703
    ACCOUNTS
  • Average Account Value
    $200,939
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, WY

Financial Advisors at Sagepoint Financial, Inc.
Showing 1 - 10 of 1,120 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
Joseph F. Bartosiewicz
CRD#: 718185
Avon, CT
101
Wealthminder
score

Joseph Bartosiewicz (CRD# 718185) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Avon, CT and has over 25 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.

3
Jack Dvir
CRD#: 4232761
3323 Old Conejo Road, Newbury Park, CA 91320
98
Wealthminder
score

Jack Dvir (CRD# 4232761) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Newbury Park, CA and has over 17 years of experience in the finance industry.

4
Richard L. Hoover
CRD#: 2550475
2920 South Jones Boulevard, Suite 110 - A, Las Vegas, NV 89146
98
Wealthminder
score

Richard Hoover (CRD# 2550475) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Las Vegas, NV and has over 23 years of experience in the finance industry.

5
David L. Hunke
CRD#: 2499037
6910 Pacific Street, #214, Omaha, NE 68106
98
Wealthminder
score
David Hunke (CRD# 2499037) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Omaha, NE and has over 23 years of experience in the finance industry.
6
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.

7
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.

8
Susannah E. Harrison
CRD#: 6359688
420 East Carrillo Street, Suite A, Santa Barbara, CA 93101
97
Wealthminder
score

Susannah Harrison (CRD# 6359688) is a Financial Advisor working at Sagepoint Financial, Inc. in Santa Barbara, CA and has 1 year of experience in the finance industry.

9
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 9 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.

10
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 15 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.