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Overview

Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Sagepoint Financial 11 years Jan 2009 - Present
Keeler-Thomas, Inc. 33 years, 1 month Jan 1987 - Present
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John Leonard Unice?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 10, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 11, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Sagepoint Financial, Inc.

Last updated on Dec. 23, 2019
    • $8.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 43K
      Accounts
    • $185.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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