|
Position at Sagepoint Financial |
Next job position |
|
Al Woods
|
|
|
|
Alexis Wherry
|
|
|
|
Andrew Knutson
|
Financial AdvisorSince 1994 Financial AdvisorSince Aug 1982 |
|
|
Andrew Mulder
|
Financial AdvisorSince Sep 2010 DisclosureSince Sep 2010 Registered AssistantJun 2008 - Dec 2009 |
SagePoint FinancialFinancial Advisor Since Sep 2010 |
|
Anitra Yarbrough
|
Executive Administravtive Assistant |
|
|
Anna Turco
|
Financial AdvisorSince Aug 1999 |
|
|
Anne Rubio
|
Senior Executive AssistantSince Aug 2001 |
|
|
Annmarie Sanchez
|
Supervision Support AnalystSince 2000 Executive AssistantApr 2000 - Feb 2009 |
SagePoint Financial, Inc.Supervision Analyst Since Apr 2000 |
|
Artur Stypula
|
Registered RepresentativeSince Aug 2008 |
Ability Risk ManagementVice-President Since Mar 2009 |
|
Bill Casey
|
Registered RepresentativeSince 1985 |
|
|
Bill Clark
|
Registered Rep/OSJ/ Br MgrSince Sep 2003 |
|
|
Bill Steckelberg Cfp(R)
|
Registered RepresentativeSince Apr 2009 AVPMar 1998 - Apr 2009 Regional Vice PresidentOct 2001 - Jan 2008 Regional ManagerMar 1998 - Oct 2001 |
SagePoint FinancialRegistered Representative Since Apr 2009 |
|
Bob Peary
|
Vice President-InvestmentsSince 2010 |
|
|
Bob Wilber
|
|
|
|
Brandon Pratt
|
Investment Advisory Services/MarketingSince Jun 2013 Quality AssuranceOct 2006 - Jun 2013 |
SagePoint FinancialInvestment Advisory Services/Marketing Since Jun 2013 |
|
Brian Faust
|
|
|
|
Brian Nagel
|
Financial AdvisorSince Apr 2007 |
|
|
Candace Mills
|
Financial AdvisorSince Nov 2011 |
|
|
Carol Beaver
|
Financial AdvisorSince Sep 2011 |
|
|
Chad Smith
|
Registered RepresentativeSince 1996 |
Retirement Planning Specialists, Inc.Vice President Since Mar 1999 |
|
Charles Curtin
|
|
|
|
Charles Mcloughlin
|
|
|
|
Chris Brereton
|
Senior VP of InvestmentsSince Aug 2007 |
|
|
Craig Hoss
|
|
|
|
Craig Lewelling
|
|
|
|
David Clark
|
Registered representative |
|
|
David Lumiqued
|
Sagepoint FinancialSince Jan 1996 |
Independent Capital ManagementDivision Manager, OSJ, Board of Directors Since Jan 1996 |
|
David Machacek
|
Financial AdvisorSince Oct 2010 IMPORTANT DISCLOSURESSince Oct 2010 IMPORTANTSince Oct 2010 |
SagePoint FinancialFinancial Advisor Since Oct 2010 |
|
David Mccaghren
|
IMPORTANT DISCLOSURESSince 1994 |
|
|
Dennis Oehlerts
|
|
|
|
Diana Decharles
|
Important DisclosuresSince Aug 1988 |
Pinnacle Asset Management GroupManaging Partner Since Apr 1996 |
|
Diane Chapko
|
Sr. QA Analyst Commissions (Contract)Since Jul 2011 |
|
|
Diane Sarao
|
|
|
|
Didi Gu-Chiang
|
|
|
|
Donald Fleary
|
|
|
|
Edwin Sjonell
|
Investment AdvisorSince Jun 2000 |
|
|
Eric Nieto
|
Registered Investment AdvisorSince Oct 2005 |
|
|
Eric Schmidt
|
Financial AdvisorSince Jul 2013 |
|
|
Erik Poltorak
|
Investment Adviser, Life AgentSince Jul 2006 |
Roleplayfashion.comManaging Partner Since Jul 2010 |
|
Franck Barthelemy
|
Regional Vice President SupervisionSince Nov 2008 |
AIG Advisor GroupRegional Vice President Supervision Since Nov 2008 |
|
Frank Gigure
|
|
|
|
Genevieve Sisco
|
Vice President- RecruitingSince Oct 2008 |
|
|
Glenn White
|
|
|
|
Gordon Gilbreath
|
Financial AdvisorSince Sep 2005 |
|
|
Grahame Richards
|
Senior Vice President, Investments |
|
|
Hugh Boyle
|
Important DisclosuresSince Jan 2011 |
SagePoint FinancialImportant Disclosures Since Jan 2011 |
|
Iyana Harris
|
Internal RecruiterSince Oct 2006 |
|
|
Jane Iversen
|
Personal Financial AnalystSince Dec 2012 |
|
|
Jason Cole
|
|
|
|
Jeff Auld
|
President & CEOSince Jun 2008 President/CEO |
|
|
Jim Richards
|
|
|
|
Jim Summers
|
Financial Advisor, AAMSSince Oct 2007 |
|
|
Joe Bartmess
|
Financial AdvisorSince Nov 2011 |
|
|
Johan Van Gelderen
|
|
|
|
Johan Van Gelderen
|
|
|
|
John Kennelly
|
Investment Advisor RepresentativeSince Jul 2010 |
|
|
John Peters
|
Trade Specialist Manager (Variable Annuity Supervision)Since May 2007 |
|
|
John Rhoades
|
FINANCIAL ADVISORSince Jan 2009 |
|
|
Joseph Digirolamo
|
Registered RepresentativeSince Feb 2012 |
|
|
Ken Reese
|
financial advisorSince Nov 2001 |
|
|
Kevin Bender
|
Agent / AdvisorSince Jun 2000 |
|
|
Kevin Gustafson
|
Investment RepresentativeSince May 2003 |
|
|
Kim Gass
|
|
|
|
Kimberly Cole
|
Service AnalystSince Aug 2012 |
|
|
Klair Conant
|
Registered AssistantSince Apr 2011 |
Freeman FinancialRegistered Assistant Since Jul 2010 |
|
Kylee Francis
|
Marketing Coordinator & Registered AssistantSince Feb 2011 Registered AssistantJan 2006 - Feb 2009 |
SagePoint FinancialMarketing Coordinator & Registered Assistant Since Feb 2011 |
|
Linda Kartes
|
|
|
|
Mark Mcgill
|
financial advisorSince Jan 2002 |
McGill Financial Partnersvp Since Sep 2002 |
|
Mark Swoger
|
Senior Trade Specialist / Registered PrincipalSince Dec 2009 |
|
|
Mary Simonson
|
Chief Compliance OfficerSince Sep 2010 |
|
|
Matt Leclair
|
Financial AdvisorSince Aug 2008 |
|
|
Matthew Evans
|
Financial Management AdvisorSince 2014 |
|
|
Max Mintz
|
ParaPlannerSince Dec 2012 |
|
|
Michael Graham
|
Business InternshipSince 2014 |
|
|
Michael Mayer
|
|
|
|
Mindy Evans
|
Financial Services IndustrySince Feb 2005 |
SagePoint Financial, Inc.IMPORTANT DISCLOSURES Since Feb 2005 |
|
Nancy Anderson
|
Registered Investment AdvisorSince Nov 2005 |
|
|
Nicholas Kaczka
|
Financial AdvisorSince May 2013 |
|
|
Nicole Hoekstra
|
Financial AdvisorSince Aug 1998 |
|
|
Oscar Frisbey
|
Financial AdvisorSince Jan 2003 |
|
|
Pamela Vlatas
|
Legal & Compliance Specialist |
|
|
Peggi Moore
|
|
|
|
Pilar Straw
|
Financial AdvisorSince 1993 |
|
|
R. Scott Amann
|
Financial AdvisorSince Jul 1993 |
R. Scott AmannInsurance Agent Since Jul 1993 |
|
Richard Kunkel
|
|
|
|
Rick Hartzel
|
Independent Registered RepSince Jan 2000 |
|
|
Robert Gonzales
|
Certified Financial Planner, MBASince Jan 2008 |
|
|
Robin Widmer
|
Operations ManagerApr 1999 - 2010 |
AIG Advisor GroupDirector Brokerage Operations Since 2010 |
|
Robinson Alex
|
|
|
|
Rod Papa
|
Account Transfers Specialist |
|
|
Ronald Scott
|
Registered PrincipleSince May 1980 OSJ, Investment Advisor Representative, Branch ManagerSince May 1980 |
SagePoint FinancialRegistered Principle Since May 1980 |
|
Saeed Zarkharidi
|
|
|
|
Sally Bourdamis
|
VP of OperationsSince 2003 |
AIG Advisor GroupVP |
|
Samantha Arena
|
Administrative AssistantSince Jan 2013 |
|
|
Sandra Arthur
|
|
|
|
Scot Killworth
|
Registered RepresentativeSince Mar 2009 |
|
|
Scott Kremkow
|
Financial advisorSince May 1994 |
|
|
Sean Reed
|
Broker dealer and financial service companySince 2011 |
|
|
Shawn Fiske, Crpc
|
Financial AdvisorSince Jul 2009 |
|
|
Shawn Russell
|
Financial AdvisorSince 2007 |
|
|
Stephanie Shafer
|
Internal RecruiterSince 2005 |
|
|
Stephen Kallus
|
RVP, Business Development |
|
|
Steven Paiz
|
Financial ConsultantSince Jun 2012 |
|
|
Thomas Conelly
|
Mgr-Production ServicesMay 1999 - Oct 2011 |
|
|
Tim Hamant
|
Software ArchitectSince Nov 2009 |
CSAASenior Software Developer |
|
Tim Wuebben
|
Registered RepresentativeSince Jan 2001 |
|
|
Todd Crosby
|
|
|
|
Todd Oberlin
|
|
|
|
Tom Endersbe, Cfp
|
Financial Advisor and CEO of Hendrickson, Endersbe, Herron and AssociatesSince Nov 2009 |
|
|
Walter Denkers
|
|
|