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 41 - 50 of 984 top financial advisors.
41
Jacob L. Baker
CRD#: 6508692
1200 N Mayfair Rd, Suite 300, Milwaukee, WI 53226

Jacob Baker (CRD# 6508692) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Milwaukee, WI and has over 5 years of experience in the finance industry.

42
James W. Baker
CRD#: 1234130
1200 N Mayfair Rd, Suite 300, Milwaukee, WI 53226

James Baker (CRD# 1234130) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Milwaukee, WI and has over 31 years of experience in the finance industry.

43
William F. Balint
CRD#: 2480303
West Springfield, MA

William Balint (CRD# 2480303) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in West Springfield, MA and has over 20 years of experience in the finance industry.

44
Melissa C. Ballard
CRD#: 5875302
1 Timber Way, Suite 100, Daphne, AL 36526

Melissa Ballard (CRD# 5875302) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Daphne, AL and has over 4 years of experience in the finance industry.

45
Theodore T. Balthazor
CRD#: 2845163
2 N Systems Dr, Appleton, WI 54914

Theodore Balthazor (CRD# 2845163) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Appleton, WI and has over 23 years of experience in the finance industry.

46
Sherrill Y. Bambauer
CRD#: 11661
1890 Park Marina Drive, Suite 102, Redding, CA 96001

Sherrill Bambauer (CRD# 11661) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Redding, CA and has over 22 years of experience in the finance industry.

47
Atesha J. Barnes Nelson
CRD#: 5487548
7072 Fairview Road, Baxter, MN 56425

Atesha Barnes Nelson (CRD# 5487548) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Baxter, MN and has over 13 years of experience in the finance industry.

48
Elizabeth D. Barnett
CRD#: 5461307
3731 Rainbow Dr., Suite E, Rainbow City, AL 35906

Elizabeth Barnett (CRD# 5461307) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Rainbow City, AL and has over 13 years of experience in the finance industry. Elizabeth Barnett 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.

49
Frank C. Barnett
CRD#: 5563340
2620 Stewart Avenue, Suite 314, Wausau, WI 54401

Frank Barnett (CRD# 5563340) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Wausau, WI and has over 9 years of experience in the finance industry.

50
Timothy M. Barnette
CRD#: 1537931
430 South Lincoln Avenue, Park Ridge, IL 60068

Timothy Barnette (CRD# 1537931) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Park Ridge, IL and has over 29 years of experience in the finance industry.

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