Sagepoint Financial
In a world where change is constant, SagePoint Financial is changing the paradigm of what you should expect from an independent broker-dealer. We’re doing so by transforming the way we lead into the way we listen. By transforming our customers into collaborators. And by transforming 40 years of experience into know-how that works today – and works for you. While we offer you the resources that come with being a part of one of the largest networks of independent advisors in America, we’re also driven to remain the most flexible, most nimble and most collaborative broker-dealer for your business. So whether it’s offering adaptable solutions that easily conform to your idea of success or providing evolving technologies that enable you to stay ahead of the curve, as the world changes, so do we. And so can you. If you’re ready for a relationship with a broker-dealer that shares your vision of success, join SagePoint. And together, let’s point your business in a whole new direction. SagePoint Financial, Inc. is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC. FINRA: SIPC: Social Media Disclosure: http://sagepointfinancial.com/disclosures/socialmedia
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Verified contacts
144
available on Kipplo
LinkedIn employees
159
201 to 500 range
Open roles
—
no listings
Distinct roles
64
indexed titles
Tech stack
1
tools in use
Monthly traffic
933
organic / mo
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Decision-makers and verified team members
144 contacts with verified email or phone · masked until revealed.
- EP
Erik Poltorak
Investment Adviser, Life Agent · Finance & Accounting
EmailPhone - TS
Troy Shreve
Financial Representative · Sales & Business Development
EmailPhone - BS
Bill S. Pinkerton
Registered Principal · Finance & Accounting
EmailPhone - JT
John Tegtmeier
Important Disclosures · Legal
EmailPhone - LC
Larry Cogdell
Registered Principal · Finance & Accounting
EmailPhone - MB
Michael Bonnell
Registered Principal · Finance & Accounting
EmailPhone - MM
Michael Maslanka
Regional Supervision Director · General Business & Management
EmailPhone - RW
Robin Widmer
Regional Supervision Director · General Business & Management
EmailPhone - SZ
Saeed Zarkharidi
Director · General Business & Management
EmailPhone
Showing 9 of 144 verified contacts
Top roles at Sagepoint Financial
64 distinct titles indexed · top 10 shown.
- 32financial advisor
- 8registered representative
- 6investment advisor representative
- 5insurance agent
- 5registered principal
- 4independent financial advisor
- 3certified financial planner
- 3office manager
- 3registered investment advisor
- 2administrative assistant
- +54more titles
Sign up to unlock all 144 contacts at Sagepoint Financial
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