Sagepoint Financial, Inc.

Sagepoint Financial, Inc. (CRD# 133763) is a financial advisory firm headquartered in Phoenix, AZ. They manage $12,456,077,030 in 53,729 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,456
    MILLION
  • Total Number of Accounts
    53,729
    ACCOUNTS
  • Average Account Value
    $231,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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 31 - 40 of 984 top financial advisors.
31
Paul F. Arutt
CRD#: 1335916
1839 S Alma School Road, Suite 175, Mesa, AZ 85210

Paul Arutt (CRD# 1335916) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Mesa, AZ and has over 36 years of experience in the finance industry.

32
Andrea L. Ashbacher
CRD#: 2743839
1741 El Dorado Ct, Vista, CA 92084

Andrea Ashbacher (CRD# 2743839) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Vista, CA and has over 24 years of experience in the finance industry.

33
Arnie M. Austria
CRD#: 2451939
19191 South Vermont, Suite 170, Torrance, CA 90502

Arnie Austria (CRD# 2451939) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Torrance, CA and has over 27 years of experience in the finance industry.

34
Troy M. Axelson
CRD#: 2405148
4525 White Bear Pkwy, Suite 229, White Bear Lake, MN 55110

Troy Axelson (CRD# 2405148) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in White Bear Lake, MN and has over 27 years of experience in the finance industry. Troy Axelson 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.

35
Leslie N. Ayers
CRD#: 4127168
20 E Thomas Rd, Suite 2000, Phoenix, AZ 85012

Leslie Ayers (CRD# 4127168) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Phoenix, AZ and has over 21 years of experience in the finance industry.

36
Scott K. Bacon
CRD#: 6237360
347 S Pierre St, Suite A, Pierre, SD 57501

Scott Bacon (CRD# 6237360) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Pierre, SD and has over 7 years of experience in the finance industry.

37
Travis J. Bacon
CRD#: 2730255
1508 Mountain View Rd, Rapid City, SD 57702

Travis Bacon (CRD# 2730255) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Rapid City, SD and has over 24 years of experience in the finance industry.

38
Robert L. Bagby
CRD#: 2843531
314 E. Highland Mall Blvd., Suite 208, Austin, TX 78752

Robert Bagby (CRD# 2843531) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Austin, TX and has over 24 years of experience in the finance industry.

39
Kamron J. Bahrami
CRD#: 6326433
3131 Camino Del Rio North, Suite 810, San Diego, CA 92108

Kamron Bahrami (CRD# 6326433) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in San Diego, CA and has over 6 years of experience in the finance industry.

40
Thomas A. Baird
CRD#: 1413302
1800 Bering Dr, Ste 395, Houston, TX 77057

Thomas Baird (CRD# 1413302) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Houston, TX and has over 35 years of experience in the finance industry. Thomas Baird 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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