Veronika
Saparova

Sagepoint Financial, Inc

CRD#5523446
Investment Advisor
in Phoenix, AZ

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About this Advisor

Veronika Saparova is a financial advisor who works in Phoenix, Arizona, with a total of 5 years of relevant experience. Saparova is an advisor for Sagepoint Financial, Inc. Their career trajectory has included roles at Edward Jones and Sage Point Financial. Saparova holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Sagepoint Financial, Inc is a registered investment business operating out of Phoenix, AZ. The investment advisory business has offices in 770 locations and a total of 3,563 employees. It administers $17 billion in assets under management among its 86,848 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 113 charitable organizations. Of its 86,848 customer accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees depend on which services the firm provides the client. Fee types billed by Sagepoint Financial, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

20 E Thomas Rd Suite 2000
Phoenix, AZ 85012

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Sagepoint Financial, Inc Brokerage Details

Total Assets Under Management

$16,478,907,740

AZ Average: $1,555,372,352
Total Number of Employees

3,563

AZ Average: 37
Total Number of Accounts

86,848

AZ Average: 1,370
Average Account Size

$189,744

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Veronika Saparova Work History

Veronika has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Sage Point Financial

2008 - 2018 (10 years)

Edward Jones

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Veronika Saparova to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sagepoint Financial, Inc

Joseph Lococo
Milwaukee, WI
Cory Nickel
Appleton, WI
Brian Connor
Venice, FL
Shireef Elmakawi
San Diego, CA
Karl Locke
Center, TX
Zach Strube
Appleton, WI
David Walkup
Spring, TX
Sandra Johnson
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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